Investment

14 April 2016

The U.S. stock market (S&P 500) finished the quarter up 1.35% after a strong March offset negative returns in January and February.

By Gary Wells  |  15 March 2016

This report contains quarterly statistics data for markets around the world.

By Charles Hodge  |  11 February 2016

A foundation sets a goal to restructure its investments, and Milliman helps.

By Jeffrey T. Marzinsky  |  03 February 2016

The amendment to the Investment Advisors Act of 1940, which will take effect in October, focuses on the ability of money markets to maintain adequate liquidity and manage redemptions, especially in times of market stress.

15 January 2016

The S&P 500 was up overall as initial optimism in the global economic recovery and continued heightened M&A activity outweighed pessimism in the latter part of the quarter.

11 January 2016

The election of a Republican president and Congressional majority ushered in a wave of market optimism.

15 October 2015

The S&P 500 fell as concerns relating to slow economic growth outweighed mildly positive U.S. economic data.

By Wade Matterson  |  19 August 2015

Investors should consider the risks and the returns when ranking their super fund’s performance.

27 July 2015

The S&P was flat during the quarter as strong M&A activity and positive signs of global economic growth were offset by fears of a Greek exit from the Euro.

15 April 2015

The S&P 500 was flat during the quarter because of lowered expectations of corporate earnings and GDP growth.

15 October 2014

The U.S. stock market rose modestly on improving economic data, while developed international equity markets and emerging markets fell due to worries over weak economic growth.

By Jeff Chalk  |  29 July 2014

An appropriate asset allocation strategy can help you reach your long-term investment goals.

16 July 2014

Stocks were higher everywhere, U.S. unemployment fell, and market volatility was down in the second quarter of 2014, even as the Federal Reserve continued to modestly reduce its securities purchases.

15 April 2014

The U.S. stock market fluctuated on concerns about mixed economic data, slower growth in corporate earnings, and the timing of potential rate hikes by the Federal Reserve, ending the quarter with a modest gain. 

16 January 2014

The U.S. stock market rose on improving U.S. economic data, steady growth in corporate earnings, and the Federal Reserve's decision to modestly reduce its securities purchases from $85 billion per month to $75 billion.

13 January 2014

The U.S. stock market posted solid returns, driven by improving economic growth, steady growth in corporate earnings, and the Federal Reserve's intent to maintain liquidity with low interest rates.

By Colette Dunn  |  21 November 2013

Financial advisers need to engage with people about their retirement savings and the income they need for a comfortable old age.

15 October 2013

The U.S. stock market rose on improving U.S. economic data, steady growth in corporate earnings, and the Federal Reserve's decision to postpone its planned reduction of securities purchases.

By Gary Wells  |  12 September 2013

The UK GDP increases for a second quarter, and all the UK's main economic sectors grew for the first time since 2010.

17 July 2013

Despite concerns about a potential reduction of stimulus by the Federal Reserve, the U.S. stock market rose modestly on improving U.S. economic data and steady growth in corporate earnings.