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Prevent & Protect - Online financial fraud is a growing international criminal enterprise. Often it’s committed by sophisticated organized crime networks, with proceeds funding such illegal activities as drugs and weapons trafficking, prostitution and money laundering. 1  Fraudsters often pose as legitimate organizations, family members in distress or peddlers of get-rich-quick schemes. They may ask for money directly, but just as often their goal is to steal your identity. Armed with personal data, scammers can open new bank accounts, transfer funds and apply for loans, credit cards, passports and government benefits – all under your name!

This period of volatility is unique in that it is related to a conscious policy decision and style of implementation rather than an exogenous shock. We had expected uncertainty from President Donald Trump’s policies, as he widely telegraphed that resetting global trade would be a key priority. Trump has been a proponent of tariffs and Income since the 1980s, long before he held office. But we, and many others, were surprised by the absolute level of tariffs and the Trump administration’s method of calculating them.

Investors seem more comfortable with the idea of tariffs, but they’re still likely to play a key role in the direction of financial markets as we approach the final stretch of the year.

Personal savings, group retirement plans, and income from other sources—navigating through all the available options might be confusing. Join this webinar to learn the basics of how and when to start receiving retirement income. Register Now: Monday, April 6, 2026 3:00 P.M., ET

Government bond yields have been rising across the globe since markets returned to risk-on mode following early April’s surge in market volatility. We explore why the recent yield spike may be transitory and consider the current attractiveness of fixed income relative to other assets on a risk-adjusted basis.

You have a goal in mind and you’ve started to save for it. With all the choices available to you, deciding how to invest your savings may seem difficult. Join this webinar to learn the basics of investing and things to think about as you get started. Register Now: Thursday, April 2, 2026 12:00 P.M., ET

Happy Holi

There are few financial decisions you’ll ever make that are as impactful—and potentially stressful—as your first home purchase. It’s an experience that blends the excitement of becoming a homeowner with the apprehension of borrowing sums of money that could take decades to pay back. With the stakes so high, it’s important to approach a first home purchase with careful planning and a good understanding of up-front costs, insurance, and affordability concerns.

We all make mistakes even if we’d rather not. Are you worried about making a mistake with your investment and money? Join this webinar to learn four valuable lessons from four common investing mistakes. If you're new to investing, check out the getting started with investing webinar first. Register now: Tuesday, March 31, 2026 12:00 P.M., ET

You’ve worked hard to build your retirement savings and you’re ready to think about turning your savings into income. How does the transition from savings to income affect your income taxes? Join this webinar to learn how different types of retirement income are taxed. You’ll also learn about tax credits and programs that can reduce the amount of tax you pay. Register now: Friday, March 27, 2026 12:00 P.M., ET

Rising geopolitical tensions and policy flip-flops have created a market landscape prone to frequent volatility. In such times, it might be important for investors to seek diversification and remain agile in search of opportunities. We look at the highlights of our latest asset allocation outlook.

Do you want to know more about how your savings can help you save money on taxes? Join this webinar to learn practical tax planning tips and strategies. We go over how to avoid tax penalties, maximize deductions, and make the most of your savings. Register now: Monday, March 23, 2026 3:00 P.M., ET

Securitized products are bonds that are backed by pools of individual loans, including mortgages, corporate and sovereign loans, consumer credit, and project finance.

Asset allocation is a strategy of dividing an investor’s portfolio among different asset classes based on three key factors – investment objectives, risk tolerance, and time horizon.

Like any investment decision, choosing to invest in a bond or bond fund requires careful consideration. How do you know which one to choose? What should you assess?