2021 Value of an Advisor Study
See why we believe tax-smart planning & investing are important now.
Get a clear view of the value an advisor delivers. Read our 2021 Value of an Advisor Study to learn more.
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2021 Global Market Outlook - Q3 Update: The song remains the same
The global reopening remains on track as COVID-19 vaccination rates climb. Inflation is the new concern, but the spike so far looks transitory. We still like the pandemic-recovery trade that favors equities over bonds, the value factor over the growth factor and non-U.S. over U.S. stocks.
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Compliance with U.S. Executive Order 13959
On June 3, 2021 President Biden signed an Executive Order to further address the ongoing national emergency declared in E.O. 13959 “Addressing the Threat from Securities Investments that Finance Certain Companies of the People's Republic of China” and related FAQs. The E.O. addresses the threat posed by the military-industrial complex of the People's Republic of China (PRC) and its involvement in military, intelligence, and security research and development programs, and weapons and related equipment production under the PRC's Military-Civil Fusion strategy. The E.O of June 3, 2021 amends E.O 13959 and restricts the purchase or sale of any publicly traded securities, or any publicly traded securities that are derivative of such securities or are designed to provide investment exposure to such securities, of any person listed in the Annex to the order. We have taken steps as required to comply with the Order to the best of our knowledge and belief. We continue to monitor this matter to assess any potential impact or actions needed, as facts and circumstances continue to evolve.