Risk Managed Strategy Funds

News & Insights

Visual Capitalist: The Most Taxed State In America

April 17, 2025

                                                      Mapped: The Most Taxed States in America Key Takeaways Hawaii has the highest overall tax burden, while Alaska has the lowest. Vermont has the highest property tax burden, […]

Read More...

John Hancock: Weekly Market Recap Week Ended April 11

April 15, 2025

CPI improvement Amid concern that higher tariffs could fuel inflationary pressures in coming months, the government’s Consumer Price Index fell to the lowest level in four years. Inflation posted a 2.4% annual rate in March, down from 2.8% in February. On a month-over-month basis, prices declined 0.1%—the first such monthly decline since May 2020.   […]

Read More...

First Trust: Tariffs, The Economy, And Stocks

April 10, 2025

Click to read and download a PDF 

Read More...

Visual Capitalist: Visualizing Asset Class Returns In Q1 2025

April 8, 2025

Key Takeaways As one of the top performing assets in Q1 2025, gold soared to record highs amid global trade uncertainty and its role as an inflation hedge. European equities also had a strong quarter, with the STOXX Europe 600 outperforming the S&P 500 by 9.8 percentage points. Amid concerns of weaker economic growth and […]

Read More...

John Hancock: Four Catalysts For Continued U.S. Equity Market Strength

April 3, 2025

Four catalysts for continued U.S. equity market strength While tariffs and other geopolitical conflicts could continue to challenge U.S. equities, middle-class consumer strength is likely to remain a key market catalyst this year alongside other sources of support such as AI growth, a potential housing market rebound, and continued earnings expansion, in our view. After […]

Read More...

Visual Capitalist: How Inflation Erodes Investment Gains

April 3, 2025

  Key Takeaways Inflation can drastically reduce the purchasing power of your money over time. A $1,000 investment in large-cap U.S. stocks held from 1974-2024 would be worth $341K before inflation and just $56K after adjusting for inflation.   How the Inflation Rate Erodes Investment Gains Imagine there’s a thief that sneaks into your financial […]

Read More...

John Hancock: Weekly Market Recap Week Ended March 28

April 1, 2025

Style rotation An index of U.S. large-cap growth stocks lagged its value counterpart by a big margin, widening the value equity style’s year-to-date outperformance following growth’s market leadership in 2024. The growth index was down about 2.6% for the week while a value index slipped 0.4%. Year to date, the growth index was down 10.0% […]

Read More...

LPL: U.S. Tax Competitiveness Has Room For Improvement

March 28, 2025

U.S. Tax Competitiveness Has Room for Improvement In today’s globalized economy, the structure of a country’s tax system plays a crucial role in determining its economic performance. International tax competitiveness, which refers to how favorable a country’s tax policies are compared to others, can significantly impact both business and investment decisions. In times of economic […]

Read More...

Visual Capitalist: How Much Gold Is In Fort Knox?

March 27, 2025

  How Much Gold Is in Fort Knox? U.S. President Donald Trump has promised to visit Fort Knox “to make sure the gold is there.” Officially, the United States Bullion Depository (commonly known as Fort Knox) holds over half of the Treasury’s $428 billion of gold reserves. In this graphic, we put that amount into […]

Read More...

John Hancock: Weekly Market Recap Week Ended March 21

March 25, 2025

Fed’s updated outlook The U.S. Federal Reserve continued to take a wait-and-see approach to the economic outlook as it again kept its benchmark interest rate unchanged. Policymakers maintained their consensus outlook for two rate cuts by year end, although the central bank negatively adjusted other expectations by reducing its economic growth rate forecast and pushing […]

Read More...