2017 Markets: The First Half in Numbers

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Mid-Year 2017 Check-In: Big Changes in Investment Market Leadership

Global markets continued their upward advance, with all of them except Canada outperforming the U.S. in the first half of 2017—especially Latin America. Meanwhile, U.S. stock market styles and sectors continued to favor 2016’s losers and punish its winners.

Going Up: Events and Investments in Q1 2017

Chart Talk: The Trump rally continued globally, with several foreign markets outperforming the U.S. markets. Styles and sectors reversed in the quarter, with today’s winners being last year’s losers. Meanwhile, pension beneficiaries in particular suffered the postponement of the DOL fiduciary standard.

Create a Client Letter for July 2017: 6 Ways to a Happier Retirement

Clients may have a financial plan for retirement, but are they ready for the dramatic changes to their social environment and day-to-day routines? These tips can help them successfully manage the transition. Plus, check in on the health of the U.S. economic recovery—now eight years old.