Is Your Multi-Asset Strategy Equipped for an Economic Surprise?

Published on September 25, 2024

With their unrivaled depth and breadth, US capital markets lend themselves well to multi-asset strategies. The US equity market is a key portfolio building block and has outpaced the stock markets of other developed markets over the past decade.

Continue reading on website
Other news

Sector Views: Monthly Stock Sector Outlook

September 25, 2024
Schwab Sector Views is our six- to 12-month outlook for stock sectors, which represent broad sectors of the economy. The Schwab Center for Financial Research (SCFR) combines a factor-based approach with a market and economic assessment to determine the ratings. For the basics on sectors, please see Stock Sectors: What Are They? How Are They Used?

The Tax Cuts and Jobs Act Could Sunset

September 25, 2024
Maybe you know that. Do your clients know that?      Related StoriesWhat the IRS Manual Tells Staffers About Life and Annuities - EnclosureThe 60/40 Portfolio Isn't Dead. But Is It Enough?Debate: Should COVID-Era Health Insurance Subsidies Be Extended?