Fort Washington Private Client Group professionals share guidance and insights about essential wealth management topics, including an explanation of structured investments and why investors may be interested in them, the likely impact of tax reform, and ways to save for college.
Matthew A. Bell, CFP®, CFA, CAIA, Thomas L. Finn, CFA
Equity markets have bounced back from the initial impact of the COVID-19 pandemic in the first quarter of 2020. Market recovery continues to date due to action from the Federal Reserve and Congress. Now, the focus moves to valuation and, in particular, if equity markets are overvalued.
Skepticism about international diversification has increased as correlations between U.S. and international equities have increased and U.S. stocks have outperformed materially. We examine whether these trends are likely to continue and what is a suitable international allocation for diversified portfolios.
The market experienced record-breaking volatility in the first half of the year. Investment advisors are faced with a unique challenge: build portfolios that allow their clients to remain invested despite elevated volatility. We offer three potential investment solutions.