This is the first in a two-part series of blogs around Sustainable Investing. Here, we review the origins of Sustainable Investing and define what ESG means from a portfolio perspective.
2020 continues to be one of the most unpredictable years in memory, as markets rose to new all-time highs in the third quarter despite a resurgence in coronavirus cases, as stocks rallied thanks to a combination of an even more accommodative Fed policy, hopes for a COVID-19 vaccine, and a stronger-than-expected economic rebound, before markets declined moderately from those highs in mid-September.
Your bonds are facing challenges not seen in our lifetimes – historically low interest rates have benefitted current bondholders as their prices have risen sharply in value; but the low current rates leave bonds exposed to losses, assuming rates rise in the future. Wondering if you should sell your bonds? Here are some strategies to consider.
While 2Q2020 began with much despair and angst over COVID-19's impact on world economies, it ended with a sense of hope and optimism about global recovery.
Advisors today must identify clients at risk for financial exploitation and take steps to prevent it. Learn how MCWS protects its vulnerable investors.
