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Inflation continues to be a concern for investors, and even when it moderates, its cumulative impact can significantly erode purchasing power over time. Key Takeaways: Inflation protection matters because rising prices can erode purchasing power over time, even when inflation slows. TIPS are government-backed bonds designed to help preserve purchasing power while paying a fixed...
For many families, the greatest concern about wealth transfer isn't taxes. It's what happens to the family after the money changes hands. In fact, many clients identify passing assets to heirs as one of their financial fears. The concern often extends beyond estate taxes, trusts, or beneficiary designations. Many families worry about whether future...
The U.S. economy continues to show surprising resilience, but investors face a more challenging backdrop. Inflation remains above the Federal Reserve's target, interest rates are moving higher, and energy prices could add new pressure to markets. In our latest Quarterly Outlook, we explain what these trends may mean for portfolios, discuss the risks and opportunities...