April 2021 Newsletter

More People Delay Claiming Social Security The average age for claiming Social Security retirement benefits has been steadily rising, as older Americans work longer. More Details Real Estate for Income and Diversification Real estate investment trusts (REITs) can...

Global Portfolio Strategy | March 9, 2021

Our year-end S&P 500 Index fair value target range remains 4,050–4,100, based on a price-to-earnings (PE) multiple of 21 and our 2022 S&P 500 earnings forecast of $195 per share. Recall that we raised our S&P 500 fair value target last month due to our...