Investments

Why We’re Bullish on Nike

Economic Perspective>

THE RETRO NORMAL

The markets appear to have reached an inflection point: The New Normal Era has ended, and a Retro Normal Era has begun, Bernstein CIO Seth Masters writes in “The Retro Normal: Investing in the Changing Landscape.”
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Economic Perspective>

THE RETRO NORMAL

The markets appear to have reached an inflection point: The New Normal Era has ended, and a Retro Normal Era has begun, Bernstein CIO Seth Masters writes in “The Retro Normal: Investing in the Changing Landscape.”
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Cross-Asset>

What’s Safe?

Many investors seem to think Treasuries and gold will be their life vest if the markets crash. What they really need is a good airplane and a good pilot: in investment terms, a diversified asset allocation that is actively managed.
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Planning

Our Year-End Tax Prep

Wealth Planning>

February CMO: Is Diversification Dead?

It’s a question on investors’ minds these days as diversification hasn’t been as helpful as usual, recently.
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Tax Management>

Tax Strategies 2015 Video: How to Defer Taxes

This video is devoted to deferring taxes—which can in some cases last for decades! We discuss contributing to a tax-deferred account, harvesting losses against gains (yes, that’s usually a deferral technique, not a way to eliminate a tax bill), and delaying the recognition of income or gains.
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Economic Perspectives

In Transition

Wealth Planning>

February CMO: Is Diversification Dead?

It’s a question on investors’ minds these days as diversification hasn’t been as helpful as usual, recently.
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Global Economic Outlook February 2017

Structural headwinds still appear likely to keep global growth and interest rates from returning to precrisis norms. Yet recent data point to a brighter cyclical backdrop for the global economy. Interestingly, Donald Trump’s election victory and his promises of aggressive fiscal stimulus haven’t been the catalysts. When we consider a broad array of manufacturing indicators, including Purchasing Managers’ Indices, industrial production and trade volumes, it seems clear that the global economy reached its nadir last summer.
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Economic Perspective>

Is It Time to Sell?

Given the turbulent start to 2016, you may be wondering if you’ll be able to stay on track to meet your goals. Our latest paper entitled “Is It Time to Sell?,” examines that very issue. It also provides our perspective on the concerns that are central to the recent market slide: What’s happening in China and in the oil markets.
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