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The threat of inflation remains in the news. What does that mean for portfolios? Our expert shows how various asset classes have performed during low- and high-inflation environments—and what that might mean now for investors.
ChartTalk: U.S. stocks came in last among a set of asset classes during the first quarter of 2025. Gold soared, while foreign stocks and bonds also rose. Our correspondent warns about shifting tides and their impact on target date funds.
Clients may be reeling from the tariff shock to the markets. You can help your clients identify ways to shield themselves from the turmoil, and to find ways to position portfolios for the future. Our correspondent suggests five key directions.
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The AI-Powered Financial Advisor
Begins June 18, 2025
Develop Your Medicare Strategy
With Elaine Floyd, CFP® and Sean M. Bailey
July 14–16, 2025