Viewpoints & Commentary

 

US transition to the late business cycle has potential portfolio implications.
BY DIRK HOFSCHIRE, CFA, SVP; LISA EMSBO-MATTINGLY, DIRECTOR; JACOB WEINSTEIN, CFA, RESEARCH ANALYST, ASSET ALLOCATION RESEARCH AND CAITLIN DOURNEY, ANALYST 
11/14/2018
 

Sector Allocations: Time to Get Defensive?

By SCHWAB NEWSROOM
OCTOBER 30, 2018
 
By JEFFREY KLEINTOP
October 29, 2018
 

Strength in Earnings and the Economy: Is It Sustainable? 

By Schwab Newsroom August 07, 2018

 

Schwab Market Perspective: Balancing Act

By LIZ ANN SONDERS, JEFFREY KLEINTOP, BRAD SORENSEN
 AUGUST 03, 2018
 
 
 

Waiting for the End Game 

The market is looking for the interest rate cycle’s next inflection point. 
7-11-2018 Jurrien Timmer, Director of Global Macro

 

It's a mixed bag amid US Federal Reserve tightening and global concerns.
BY DIRK HOFSCHIRE, CFA, SVP; LISA EMSBO-MATTINGLY, DIRECTOR; JOSHUA LUND-WILDE, RESEARCH ANALYST; AND JACOB WEINSTEIN, CFA, SENIOR ANALYST, ASSET ALLOCATION RESEARCH, 
07/11/2018 FIDELITY VIEWPOINTS 
 
 

2018 Mid-Year Outlook: Sector Volatility Expected to Continue

July 10, 2018  By Schwab Newsroom
 
 

What Trump's Tariffs Really Mean for Investors

Posted: 6/29/2018 by Fidelity Viewpoints
 

 

Strong earnings have provided a tailwind for stocks as valuations decline.
by Jurrien Timmer, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), 
FIDELITY VIEWPOINTS – 04/25/2018
 

 

The recent correction rattled the market, but it may be just what stocks needed to resume their uptrend.
 

 

Global Expansion Solid but Continues to Mature

Dirk Hofschire, CFA®, senior vice president, asset allocation research, and Lisa Emsbo-Mattingly, director of asset allocation research, assess key factors influencing the outlook for both the U.S. and the global economy as of March 2018

 

Schwab Market Perspective: March Market Madness!

By Liz Ann Sonders, Jeffrey Kleintop, Brad SorensenNumerous issues have captured investors’ attention lately, but focusing on the bigger picture can help avoid the madness
 
 
With valuations down and earnings strong, the bull run is likely not over yet.
BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), 
– 02/12/2018
 
 
By SCHWAB CENTER FOR FINANCIAL RESEARCH  FEBRUARY 09, 2018
 
 
The new law changed deductions used by millions of taxpayers.
BY FIDELITY VIEWPOINTS   – 02/07/2018
 
 
Investors weigh rising rates and the risk of an overheating economy.
BY JURRIEN TIMMER, DIRECTOR OF GLOBAL MACRO FOR FIDELITY MANAGEMENT & RESEARCH COMPANY (FMRCO), 
– 02/05/2018
 
 
JANUARY 23, 2018 • JUSTIN FOX
 

New Tax Law: Here’s What You Should Know

By HAYDEN ADAMS  JANUARY 17, 2018

 

Markets 2018: 4 key drivers

The market backdrop appears positive, but not the Goldilocks scenario of 2017.
Jurrien Timmer Director of Global Macro for Fidelity Management and Research Company (FMRCO)  01/03/2018
 
 
Expect continued global growth but more market volatility. Stay diversified.
FIDELITY VIEWPOINTS  – 12/20/2017
 

Tax reform: the biggest changes

New rules could affect income taxes, deductions, college savings, and more.
FIDELITY VIEWPOINTS – 12/20/2017
 
 
Fidelity 12-22-17
 
Jurrien Timmer  December 2017

 

Tax Bill Passes Senate, Clearing Key Hurdle

Schwab By MICHAEL T TOWNSEND 12/4/2017

 

Should you move in retirement?

FIDELITY VIEWPOINTS – 11/28/2017

 

The Senate just tweaked its tax plan. Here's what changed 

 

CNBC Jacob Pramuk 11-16-17

 

How the House and Senate Tax Plans Stack Up

Bloomberg November 9, 2017

 

Here's what's in the Senate Republican tax plan

CNBC - Jacob Pramuk    | Ylan Mui  11-9-17

 

What's in the new tax proposal

The proposal changes income taxes, deductions, college savings, and more. 

FIDELITY VIEWPOINTS – 11/06/2017

 

Tax debate highlights Americans’ poor savings rate.

By Lee Conrad,  October 24 2017

 

Why HSAs are surging in popularity.

By Suzanne Woolley, Bloomberg News,  October 24 2017

 

Do you need an estate plan?

Among the key issues to consider are children, the size of your estate, and privacy issues.

FIDELITY VIEWPOINTS – 10/11/2017

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