Beyond Bulls & Bears

Quick Thoughts: Political Volatility Ahead
Equity

Quick Thoughts: Political Volatility Ahead

Our Head of Equities Stephen Dover explains why he thinks possible changes to the US political landscape could lead to further bouts of market volatility.

Quick Thoughts: Wall Street and Main Street Disconnect
Equity

Quick Thoughts: Wall Street and Main Street Disconnect

Our Head of Equities, Stephen Dover, gives his take on how COVID-19 has accelerated economic changes and explains what may have caused the stock markets’ second-quarter ascent.

Quick Thoughts: This Time Is Different
Equity

Quick Thoughts: This Time Is Different

Our Stephen Dover gives his take on why Sir John Templeton might recognize today’s economic environment as another opportunity for active equity investors.

Competing Priorities Impact Retirement Preparedness
Education

Competing Priorities Impact Retirement Preparedness

Franklin Templeton’s 2020 US Retirement Income Strategies and Expectations survey revealed the importance of having a plan to help reduce financial-related stress—particularly relevant amid today’s uncertainties. Our Felix Touchard discusses some findings of the survey, and how respondents feel about their financial future.

Don’t Forget About Your Other Retirement Plan
Education

Don’t Forget About Your Other Retirement Plan

As headlines revolve around the impact of the coronavirus and the costs of government spending packages to keep the economy afloat, the state of Social Security is one thing we can find at least some assurance in, says Gail Buckner, our personal retirement and financial planning strategist. She takes a look at the latest Social Security Trustees’ Report, released on April 22.

PODCAST: Impact of CARES Act on the US Retirement System
Education

PODCAST: Impact of CARES Act on the US Retirement System

Our Drew Carrington speaks with Michael Hadley, a partner at the Washington DC law firm Davis and Harman, about the possible retirement implications of the CARES Act.

Getting Comfortable with ETF Liquidity
LibertyShares

Getting Comfortable with ETF Liquidity

Many people put a lot of thought into the purchase of an asset—whether it’s a car, an investment vehicle or even a more mundane item—but might not think as much about what happens when they don’t want it anymore. David Mann, our Head of Capital Markets, Global Exchange-Traded Funds, draws some parallels between buying and selling an ETF and one of those mundane items: a mattress.

PODCAST: A Look at the Changing Value of Financial Advisors and Growing Interest in Model Portfolios
Education

PODCAST: A Look at the Changing Value of Financial Advisors and Growing Interest in Model Portfolios

Mike O’Brien, Workplace Solutions Marketing Director, RA & Solutions Marketing, speaks with David Lyon, founder and CEO of Oranj, a wealth management platform for financial professionals, to talk about the changing value of financial advisors over the next decade. They discuss and how technology has helped the further adoption of model portfolios due to the rising demand of individualized service.

SECURE Act Passage Heightens Retirement Security
Education

SECURE Act Passage Heightens Retirement Security

A sweeping piece of legislation affecting how individuals save and invest for their retirement, known as the “SECURE Act,” has recently been signed into law. Our investment professionals talk about the implications of the Act, and how it can enhance the retirement security of millions of Americans. And, they outline some changes in the legislation that also affect college savings plans.

Measuring and Quantifying ETF Liquidity
LibertyShares

Measuring and Quantifying ETF Liquidity

Liquidity is something most investors say they want, but they often aren’t exactly sure how to quantify or measure it. Our David Mann and Megan Rust address the subject when it comes to exchange-traded funds (ETFs).

PODCAST: Health Savings Accounts: How They Work and Are They Right for You
Education

PODCAST: Health Savings Accounts: How They Work and Are They Right for You

Many individuals may not realize how health savings accounts (HSAs) work, and how they can be powerful savings tools, even into retirement. Our Kevin Murphy, Head of Strategic Accounts, Defined Contribution Investment Only Division – US, sits down with Jamie Greenleaf, lead advisor and principal with Cafaro Greenleaf, in our latest Talking Markets podcast to discuss the ins and outs of HSAs.

PODCAST: An Update on US Retirement Legislation
Perspectives

PODCAST: An Update on US Retirement Legislation

There have been some notable developments in the legislative and regulatory landscape in recent months when it comes to retirement issues. In our latest “Talking Markets” podcast, our Drew Carrington, Head of Institutional Defined Contribution at Franklin Templeton, and Michael Hadley, a partner with law firm Davis and Harman, discuss the passage of what’s known as the “SECURE” Act in particular, and the implications for the US retirement system.