Risk Managed Strategy Funds

John Hancock: Weekly Market Recap Week Ended June 27

June 30, 2025

Falling yields Yields of U.S. government bonds fell for the third week in a row, with yields of notes with shorter maturities posting the biggest declines. On Friday afternoon, the yield of the 10-year U.S. Treasury was 4.28%, down from a recent peak of 4.60% on May 21. Trade talks Ahead of a July 9 […]

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LPL: Why Long-Term Investing Beats Selling In Volatile Times

June 28, 2025

During times like these when geopolitical headlines can be unsettling for investors, we at LPL Research like to remind ourselves of one of our key investing principles. Markets have always faced challenges —ranging from geopolitical conflicts and economic downturns to natural disasters, political upheaval and health crises. These events often trigger short-term volatility and shake […]

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Visual Capitalist: Every U.S. State From Most To Least Expensive

June 26, 2025

    Ranked: U.S. States from Most to Least Expensive Key Takeaways California stands as the nation’s most expensive state, with a regional price parity (RPP) of 113 when indexed against the U.S. average of 100. Following in second is Washington D.C., with a RPP of 111—driven significantly by housing costs. Arkansas ranks as the […]

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Charles Schwab: Fed Keeps Rates Steady, Says Risks Still Elevated

June 25, 2025

Fed Keeps Rates Steady, Says Risks Still Elevated The Fed held the federal funds rate steady but noted that the risks of inflation and potentially higher unemployment remained high. As widely expected, the Federal Reserve’s Federal Open Market Committee (FOMC) decided to hold its policy rate steady at its June meeting. The target range for […]

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Lord Abbett: Investing In Volatile Markets

June 19, 2025

  In Brief Investors have experienced meaningful market volatility in the wake of the April 2 tariff announcement by the United States and subsequent retaliatory actions from U.S. trade partners. Equity market volatility has been a common occurrence over the years, but the U.S. stock market (as represented by the S&P 500® Index) has weathered […]

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Visual Capitalist: 2025’s 10 Largest S&P 500 Stocks

June 19, 2025

  Ranked: 2025’s 10 Largest S&P 500 Stocks When you invest in the S&P 500, you’re gaining exposure to the 500 biggest publicly traded companies in the U.S.—but not equally. Nearly 40% of your investment is concentrated in just 10 companies. So, who’s at the top in 2025? This graphic, sponsored by Tema, uses the […]

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John Hancock: Weekly Market Recap Week Ended June 13

June 17, 2025

Inflation wait A monthly report on U.S. consumer prices showed that inflation remained somewhat muted, which eased concerns about the potentially inflationary impact from elevated tariffs. On a month-to-month basis, the Consumer Price Index rose 0.1% in May, less than most economists had expected. The annual inflation rate was 2.4%—in line with expectations and near […]

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First Trust: Thoughts On Inflation

June 12, 2025

Back during the Financial Panic of 2008, clickbait media kept screaming “Hyperinflation.” We consistently pushed back against this theme, and argued inflation would not accelerate. Yes, Quantitative Easing and zero percent interest rates, which Ben Bernanke invented at the time, massively increased the size of the Fed’s balance sheet and boosted cash deposits and reserves […]

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Visual Capitalist: Who Gains Most From ‘Made In America’?

June 11, 2025

Mapped: U.S. Manufacturing Jobs by State President Trump has championed the idea that a key part of making America great again is bringing back industries that left the country in recent decades. With his tariff-driven trade policy, the White House has promoted “Made in America” as a way to create jobs and boost the economy. […]

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John Hancock: Weekly Market Recap Ended June 6

June 10, 2025

Resilient labor market Stock indexes posted the week’s biggest daily gains on Friday after an employment report modestly exceeded expectations. The economy generated 139,000 new jobs in May, above consensus expectations of around 130,000. However, initial estimates for the previous two months’ gains were revised downward by a total of 95,000. The unemployment rate held […]

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