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Although the population and life expectancies of U.S. retirees are increasing, portfolio yields remain at historically low levels. As defined benefit income becomes less commonly available, the need for informed retirement portfolio spending strategies is more critical. Because every investor's financial situation is unique, there is no one-size-fits-all solution.

In the same way that spot prices are useful to farmers for planning, they can be just as useful for investors. Many index providers recognize this and publish asset-class-wide measurements of aggregate spot prices called spot indexes. However, things can get complicated if you don’t understand their subtleties.

In a time of volatility and unstable markets, investing in sustainable infrastructure can help stabilize an investment portfolio. Further, sustainable infrastructure is likely to be more shielded than many other sectors from emerging concerns stemming from the COVID-19 pandemic, such as consumer credit risk and business interruptions affecting non-essential industries. If properly structured, another stable source of investing can be found in Opportunity Zone investing.

The impact of COVID-19 on the economy has raised questions for investors about the current state of the private investment landscape. In this webinar, the Cambridge Associates team addresses the possible implications for private investment portfolios as they discuss their experiences and observations from prior crises to the key element of staying calm through the volatility to see the investment opportunities ahead. Times like these can also add value to a private investment program. Be prepared to play offense.

The coronavirus pandemic has upended markets, the economy, and people’s livelihoods. Few things feel like they’re under your control. When it comes to investing, what should investors and their advisors do? While it may be strange to contemplate why the pandemic could also reshape taxes, the choices you make around investment taxes could have significant implications for years to come.

Impact investing, which seeks to generate social and/or environmental benefits while delivering a financial return, is expanding as a promising tool for both investors and philanthropists. This guide is part of Rockefeller Philanthropy Advisors’ Philanthropy Roadmap series and acts as an introduction to impact investing.

Developing an impact investing strategy and taking subsequent action steps can be organized into three stages: Prepare, Build, and Refine. In this guide, which builds from the introductory guide on impact investing, the three phases are explored further to explain how to take practical steps towards implementing your first impact investment.

Understanding premium municipal bonds can be difficult for even the most seasoned investors. Munis are underwritten with a laundry list of complexities such as yield, maturity, call date, duration, and credit. The myth that investors lose the premium at maturity isn’t only false, it may also lead to poor decision-making as focus shifts to avoiding premium municipal bonds altogether. Once investors can tell the difference between fact and fiction with regard to premium prices of municipal bonds, investors will be prepared to make decisions leading to better investment outcomes.

Markets have just witnessed the biggest decline in crude prices since the Gulf War. What does this mean for commodity investors in the U.S. and around the globe? A closer look at what might have caused the oil collapse reveals how it can impact investor expectations for the near term.