Investing basics
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What is a diversified portfolio?
Portfolio diversification involves spreading investments across multiple asset classes with the goal to reduce a portfolio's overall level of risk and give investors access to differentiated returns.
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What is the debt ceiling, and does it matter?
Congress is once again debating whether to expand the level of U.S. borrowing. We look at the origins of the debt ceiling legislation, how it became such a hot-button issue, and the implications of the national debt for the economy and markets.
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Sustainable investing: unpacking the corporate governance factor in ESG
The governance factor of ESG often gets left out of the spotlight. Learn more about how good governance practices can enhance a company.
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Blockchain, Bitcoin, and fintech innovation
We provide a brief history of fintech innovation and consider what blockchain technology and cryptocurrencies may have in store for investors.
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Debunking the four myths of model portfolios
We address some key myths about outsourcing and lay out the success many advisors have achieved from using model portfolios.
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Why invest in real estate?
Real estate may offer a balanced blend of benefits to an existing investment portfolio, including potential income, capital appreciation, inflation protection, and diversification.
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What are SPACs? Just the facts
Investors are buying new special purpose acquisition companies (SPACs) at an astonishing rate, creating a mix of enthusiasm and caution. We explore what SPACs are, how they work, and what potential risks and benefits they offer.
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Why Purchasing Managers’ Indexes have become closely watched economic indicators
Learn why PMIs have become key indicators to watch as the global economy charts an uneven path toward postpandemic recovery.
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Understanding how monetary and fiscal policies can work together
While the U.S. monetary and fiscal policy responses to the pandemic have been massive, further efforts on the fiscal side have stalled. We explore the differences between the two.
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Inflation, inflation targeting, and your portfolio
Why does inflation matter for your portfolio? We review inflation basics, outline how Fed policy is designed to manage inflation, and address inflation's effects on the economy and markets.
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