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Discover the benefits of structured notes for portfolio construction and income generation. Dive into our recent blog post where we explore a specific structured income note, its trade date, underlying investment, term, protection, and payment amount. Explore how these notes can boost your income in retirement and complement traditional fixed income investments.
Gain valuable insights on essential retirement topics such as financial management, healthcare options, estate planning, lifestyle adjustments, and prioritizing health and wellness. Our comprehensive guide will help you make informed decisions and embrace a fulfilling retirement.
Discover the latest trends in ETF investments for June. I explore the winners, losers, and noteworthy returns that shaped the market. Equities, particularly those linked to the S&P 500, stole the spotlight, attracting over $18 billion in flows. Fixed income remains the year's frontrunner, outpacing equities by approximately $15 billion. Short duration fixed income experienced a decline as investors showed a clear preference for equities driven by FOMO. Carbon offset funds and crypto-based ETFs delivered impressive returns, highlighting emerging opportunities in these sectors.
Ensure a smooth transition into retirement with this comprehensive guide on retirement and estate planning. Learn the purpose and benefits of estate planning, explore essential documents, and discover strategies for protecting assets. Identify your estate planning goals and consider legacy planning and long-term care. Regularly review and update your plan to align with changing circumstances. Seek personalized advice from professionals for a well-prepared retirement and estate plan that secures your financial future and leaves a lasting legacy.
Discover the impressive May performance numbers and our newest private investment option, the iDirect Private Markets Fund. Curated by iCapital, this fund provides access to renowned private equity powerhouses Vista Equity Partners, Warburg Pincus, and KKR. Explore the true access to exclusive assets unavailable in the public market space. Despite a slight dip for Nuveen GCR, our private REITs and credit funds showcased strong performance. Achieve balance in your portfolio construction by capitalizing on public market gains while incorporating private investments. Let's discuss how this strategy can support your financial goals.
Discover the important and growing role of older women in the US labor force. Despite facing challenges like discrimination and a widening gender wage gap, their participation has increased dramatically. Learn why supporting and accommodating their unique needs is crucial for their financial security and the strength of the economy.
Discover the latest investment trends and insights in our Friday Flows: March ETF Investment video. Dive into the winners and losers, including the surge in Fixed Income and high yield bonds, challenges faced by the financials and energy sectors, and the rise of cryptocurrency and Bitcoin investments. Don't miss our analysis on the impact of natural gas ETFs and the surprising performance of sugar. Stay informed on investment opportunities and trends with our comprehensive analysis.
Discover the latest performance numbers and exciting updates to our portfolio. Private REITs experienced a strong rebound in April, following a challenging month in March. Meanwhile, the private credit sector has been thriving, fully realizing interest rate gains over the past year.