Asset allocation Tactical Asset Allocation
Markets stayed resilient, but we’re not seeing a sustained improvement in growth expectations. In July, we're still favoring bonds and quality US stocks.
July 9, 2025
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ETF education ETF tax benefits: Why ETFs can be efficient investments
ETFs can be tax efficient because they rely on an in-kind creation and redemption process that helps limit capital gains distributions and investor taxes.
July 7, 2025
Markets and Economy Debating the state of US exceptionalism for stock investors
The economies, markets, and currencies of other countries may begin to catch up to the US, but it has unique qualities that sets it apart.
July 7, 2025
ETF Four reasons to invest in US defense
As governments around the globe increase their defense spending, US defense contractors, which are major exporters, may benefit.
June 30, 2025
Markets and Economy Five trends to watch as US stocks hit a new high
An expectation for improved trade policy clarity and continued spending on artificial intelligence helped boost the S&P 500 Index to a new all-time high.
June 30, 2025
Markets and Economy What could stock market’s new record high mean for investors?
The S&P 500 Index recently hit another record high. But stock market highs don’t tell long-term investors all that much.
June 27, 2025
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Investments in real estate related instruments may be affected by economic, legal, or environmental factors that affect property values, rents or occupancies of real estate. Real estate companies, including REITs or similar structures, tend to be small and mid-cap companies and their shares may be more volatile and less liquid.
A value style of investing is subject to the risk that the valuations never improve or that the returns will trail other styles of investing or the overall stock markets.