Sponsored Content

Six Key Themes Impacting Markets and Economies

From AI to “reglobalization,” explore six key themes MFS experts believe will be critical to successful asset allocations.

Take the Worry out of Changing Interest Rates

Show clients how a bond portfolio might move in response to changes, up or down, in rates.

Fixed Income Investing and Economic Uncertainty

Soft or no landing? Time will tell, yet knowing how bonds behaved before, during and after prior recessions can inform allocation decisions.

Do Good Things Come to Those Who Wait? The Potential Benefits and Features of Working Longer

With the potential benefits of working longer, there are complex questions to consider. Share this piece with clients to help answer them.

Will Negative Stock-Bond Correlation Reverse?

Negative stock-bond correlations since 1998 were an anomaly versus history. See why we think correlations will revert and what to consider.

Either Stocks or Bonds Are Wrong

Real yields are too high or equity valuations are above fair value. Either way, the least fit businesses will fail and cede revenue and profit to the most fit.

The Season for 529 Gifting

With gifting on everyone’s mind, now is a great time to discuss 529 plans with clients. Plus a new federal law provides a major incentive for grandparents.

A Robust Year for Fixed-Rate Annuities

The year 2023 is expected to finish as a record one for many categories of annuities.

Uncertainty and the Cost of Waiting

Uncertainty may continue leading to a wait-and-see investment strategy.

Retirement Planning with the Proceeds of a Business Sale

Help your business-owner client map a strategy that provides income and security in retirement.

Latest News

See all >>

How Sam Bankman-Fried’s Sentence Compares With Other White-Collar Cases

Here’s how the sentence for the one-time cryptocurrency mogul compares with penalties faced by other high-profile white-collar criminals.

SEC Adopts Amended Rules for Internet-Based Advisors

SEC-registered advisors operating solely through the internet must adhere to changes that aim to improve oversight.

Legendary Behavioral Economist Daniel Kahneman Dies at 90

Kahneman employed his training as a psychologist to advance what came to be called behavioral economics, widely used by financial advisors.

Remote Work Creates ‘Black Hole’ in U.S. Office Space Demand

A recovery in office space demand is unlikely for years, said real estate analysis firm Green Street, with the disruption the worst on record.

Do Advisors Give Self-Directed Brokerage Accounts an Advantage?

Schwab Personal Choice Retirement Account holders who used an advisor had account balances nearly twice that of unadvised accounts.

BlackRock’s Fink Flags U.S. Retirement Crisis

In addition, he announced BlackRock in April will offer a lifetime-income option in 14 retirement plans covering 500,000 employees.

Cartel Steals Millions From Timeshare-Owning U.S. Seniors

The Mexican cartel typically preys on older, retired people who want to leave as much money as they can to their family by selling off assets.