2025 Retirement Outlook: Tax Changes, Cryptocurrency Trends and Litigation Reforms
According to experts at T. Rowe Price, plan sponsors should anticipate policy updates and possible litigation reforms in 2025.
Tag: Markets
Strategies for Enhancing Portfolio Management
According to the Carson Group, investors are leveraging equity factors like momentum and low volatility and adopting active fixed-income strategies.
Crossmark’s Doll Projects Fewer Tailwinds and More ‘Tail Risks’ in 2025
Anticipate slower economic growth, persistent inflation and widening credit spreads, says market forecaster Bob Doll.
Crossmark’s Doll Projects Long-Predicted Recession to Materialize in 2024
Market forecaster Bob Doll believes a shallow recession is due, given lagging effects of monetary tightening.
Doll Scores 50/50 on 2023 Predictions
The market prognosticator said the predictions for 2023 were among his ‘worst years,’ after a widely predicted recession did not...
Doll Forecasts A ‘Shallow’ Recession in 2023
Market guru Bob Doll of Crossmark believes a mild recession is imminent due to the Fed’s continued monetary tightening to...
Market Nostradamus Doll Goes 7.5 for 10 in 2022 Predictions
The Crossmark investment leader’s self-evaluation turned up a passing grade for a rocky, and historic, 2022 in the markets.
Retirement Income Evolution
Experts agree that few defined contribution retirement plan participants can successfully manage their retirement spending on their own, meaning it...
An Update on the SEC’s Private Fund Rule
While the proposed private fund transparency rules don’t address the work of financial advisers as directly as some other outstanding...
Volatility, Inflation and Stagflation Concerns in Context
To understand what may come next during a turbulent period in the markets and the global economy, experts consider the...
How ESG Investing Is Regulated Globally: Rules vs. Principles
A major new report published by ISS ESG suggests regulation remains a major driver of the growth of responsible investment...
Investing in a ‘Circular Economy’
A new report suggests investors should seek to better understand the concept of ‘resource intensity’ and pursue opportunities to reduce...
Facing Criticism for ESG Rules, SEC Unlikely to Back Down
Attorneys who track financial regulations say SEC Chair Gary Gensler has no qualms about pushing forward big, ambitious proposals, even...
Big Market Swings Always Raise Big Questions
April was a hard month for the markets, and the beginning of May has been even more brutal, but investment experts still see room for tempered optimism about...
2021 Was Another Banner Year for Retirement Savers
Employer-sponsored retirement plans and individual retirement accounts reached almost $40 trillion in total assets by the end of last year,...
Little-Known Risk Threatens Baby Boomers Golden Years
Though their solutions and strategies vary, advisers agree that sequence of returns risk can devastate a retirement portfolio.
Latest Guide to Retirement Underscores Changing Landscape
J.P. Morgan says retiree income replacement needs have risen across the income spectrum and now range from 72% to 98%,...
Promising Post-Pandemic Alternative Asset Classes
Experts say the COVID-19 pandemic has put a spotlight on certain alts that, at this juncture, have not been widely...
A Status Report on Private Equity in Defined Contribution Plans
It’s been a roller coaster ride for PE firms looking to break into the U.S. DC plan market.
Inflation Pressures and Real Estate Opportunities
Market experts say historically low interest rates, coupled with rising inflation, are currently supportive of real estate asset class valuations,...