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Periods of uncertainty, like the current Middle East conflict, have the potential to produce sharp rebounds that investors may not want to miss.

Our preferred economic and market indicators have become more challenged, but they aren’t flashing clear warning signs yet.

It’s unknown how long the conflict will last, but oil and other commodity exposure may help hedge the risk of a prolonged Strait of Hormuz closure.

The gold price has reached a series of new all-time highs over the past year, driven partly by demand from investors.

Greg Jenkins, CFA®, Managing Director of DC Solutions, and Bill Schories, CIMA®, AIF®, CRPS®, National Sales Director – DCIO, present key findings on private markets and AI in investing.

Our latest Defined Contribution Participant Pulse Survey gathered insights from more than 500 large-plan participants, focusing on two emerging areas: interest in private market investments and perspectives on using artificial intelligence for investing and financial decision-making.

We explored how participants think and feel about various aspects of their DC plans, including what keeps them up at night, drivers of investing and savings behavior, language preferences, and retirement income.

The world is changing, and sovereign investors see both risks and opportunities from these shifts — from emerging tensions over trade and tariffs, to China’s advancements in strategic sectors, to the changing role of fixed income in portfolios. Explore insights from our survey.

Help clients optimize retirement taxes with Roth strategies, diversification tips, SECURE 2.0 insights, and guidance to boost long‑term savings outcomes.

Greg Jenkins, CFA®, Managing Director of DC Solutions, and Bill Schories, CIMA®, AIF®, CRPS®, National Sales Director – DCIO, present key findings on private markets and AI in investing.

Our latest Defined Contribution Participant Pulse Survey gathered insights from more than 500 large-plan participants, focusing on two emerging areas: interest in private market investments and perspectives on using artificial intelligence for investing and financial decision-making.

Participants expect personalization in their retirement plan experience, and managed accounts can help. Here’s what to know about including a managed account program on your investment menu.