Investments
Discover a variety of investment options that best fit your financial goals, including stocks, bonds, and ETFs.
Investments content
Market Outlook
For the bond market in the second half of 2026, income still matters, but investors should be selective. Now is not the time to favor long-duration investments.
Market Outlook
Learn what's in store for the remainder of 2026 and the challenges that lie ahead in our mid-year outlook for U.S. stocks and the economy.
The primary way we value bitcoin is with mining metrics. It's important to understand the pivot to high-performance computing for AI models and what that means for bitcoin miners.
Wealth management
Two strategies implemented by professional money managers—direct indexing and long-short extension strategies—may help your clients manage capital gains by seeking to create tax losses that help offset the gains. Learn how these two strategies can help manage capital gains for concentrated stock positions.
Bond Insights
Yields for preferred securities have generally risen more than corporate bond and long-term Treasury yields over the past few months, making them more attractive to investors.
Emerging market stocks have rebounded to new highs following their correction at the onset of the Iran war. The recent rally has been concentrated around AI. Can this continue?
Wealth management
A portfolio with concentrated stock should be managed carefully. Strategies do not have to be all-or-nothing but could be used in combination with an approach designed for each of your client’s unique situation, preferences, and concerns. Learn more about how to help your clients manage the risk of a concentrated stock position.
Wealth management
Direct indexing can provide performance and diversification like an index fund, while allowing your clients to customize their holdings and harvest losses for tax breaks. Learn which types of clients may benefit from adding direct indexing to their portfolio.
Wealth management
In the context of portfolio management, a strategic divestiture strategy is a disciplined, multi-year process for gradually reducing concentration risk and increasing diversification. Learn how a strategic divestiture strategy may benefit your clients’ portfolios.