Geopolitical tensions, continued tariff worries, and the Senate’s version of the reconciliation bill weighed on markets.

Markets were impacted by positive news from the U.S./China trade agreement that was offset by negative headlines from an escalating conflict between Israel and Iran.

Despite the numerous headlines around potential stagflation and recession, the U.S. economy continues to show signs of strength and stability. While growth has cooled from its post-pandemic highs, the data points to a controlled normalization. Here’s what’s happening, and what it means for your portfolio...

Despite significant market volatility and policy shifts, the U.S. economy enters a new paradigm with a solid foundation.

Stocks rose and bond yields increased amid solid labor data, trade discussions, and a high-profile objection to the reconciliation bill.

Decoding the decumulation phase requires a range of products and solutions to support participants who are approaching, entering and in retirement.

Retirement readiness is a major challenge for many plan participants. SECURE 2.0 helps plan sponsors provide their participants with the tools and resources they need to meet this challenge. This legislation, along with its predecessor SECURE Act, provides sponsors more flexibility when it comes to offering retirement income products and services, as well as expanding access to them for participants.

The current market environment offers allocators the chance to capitalize on earnings quality and an innovation cycle in large cap equities, as well as attractive yields with manageable risk and some recession protection in investment grade credit.

Vinnie Costa explains why he believes the future of investing will be defined by the successful integration of human expertise and machine intelligence

U.S. equities and bonds rose on tariff and earnings news while eyes remained on the looming passage of the new tax bill.