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New Webinar on Washington Tax & Policy Updates | Dec. 6
Selling losing positions to offset capital gains and adding a more tax-efficient investment is still a viable strategy to help clients mitigate their tax bills.
401k Specialist recently interviewed Jonathan Thomas to understand the far-reaching impact American Century Investments has with its relationship with the Stowers Institute for Medical Research.
Why We Think the U.S. Is Likely Headed Toward Recession
Whether the economy tumbles into recession or skates into stagflation, we believe elevated inflation will remain a constant. And while we expect inflation to moderate, we also think it ultimately will settle at a higher rate than we’ve seen in many years.
November 2022
Fed Forges Ahead With Its Sixth Consecutive Rate Hike
Barring an unexpected market anomaly, a near-term Fed policy pause or pivot currently appears unlikely, even if the economy falls into an official recession. The Fed wants concrete evidence that inflation has peaked and is receding before changing course.
2022 Midterm Elections: Handicapping Policy Outcomes
Midterms usually herald pushback against the legislative priorities of the president’s party. Here’s how election outcomes could guide economic policy moving forward.
October 2022
Fundamentally driven stock fund that seeks to outperform its benchmark through investments in accelerating, sustainable growth companies in the world's developing markets.
A large-cap value fund that seeks to deliver higher returns with lower volatility while helping investors balance their needs for income and reducing the risk their savings will run out.
Seeks long-term capital growth through investments in a focused number of large U.S. growth stocks.
A series of target-date funds that provide a single investment in a broadly diversified portfolio.
The information is not intended as a personalized recommendation or fiduciary advice and should not be relied upon for, investment, accounting, legal or tax advice.
International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.
1 International investing involves special risks, such as political instability and currency fluctuations. Investing in emerging markets may accentuate these risks.
2 The fund invests in convertible securities, which may be affected by changes in interest rates, the credit of the issuer and the value of the underlying common stock. The fund also may invest in foreign securities, which can be riskier than investing in U.S. securities.