Investments

Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs. 

Fixed Income

Contrary to misperceptions, single-stop inflation protection solutions don’t always work. Get our research paper to help you position clients for success.

Investments content

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Commentary

Not sure which to choose? Here are some things to consider about individual bonds versus bond funds.
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Bond Insights

The Fed may stay on hold, but hike risks are rising. What might that mean for Treasury yields and bond portfolio positioning?
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Tech and AI are driving a greater share of global equity market returns and earnings growth, raising concentration risks and the need for broader diversification.
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Market Outlook

Investors remain cautious despite bullish positioning, as rotations curb speculation while record margin debt and high equity allocations raise longer-term risks.
Bond Insights

Discounted municipal bonds could expose you to unexpected taxes. Here's what to know before you buy.
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Bitcoin's valuation may be supported by the high estimated cost, complexity, and uncertainty of a 51% attack relative to potential attacker rewards.
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Bond Insights

Although investing in in-state municipal bonds may have tax advantages, there can be good reasons to buy out-of-state munis.
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Bond Insights

A hawkish pivot by the Federal Reserve and resilient U.S. growth could keep the dollar strong, but its gains could be limited by any narrowing of the U.S. interest rate advantage.
Onward Archive

Some municipalities are more susceptible to weather-related risk than others. Here are three ways to help weather-proof your muni portfolio.

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