RESOURCES
MARKET RESEARCH
Osaic’s Market Research equips clients with timely insights to make informed investment decisions. Weekly market commentaries, in-depth white papers, and quarterly analyses provide expert perspectives on economic trends and key investment opportunities. The “2025 Investment Themes” report highlights areas for growth, while the “Weekly Market Impact” podcast offers real-time market analysis.
J.P. MORGAN ASSET MANAGEMENT GUIDE
J.P. Morgan Asset Management’s Guide to the Markets offers you a comprehensive collection of charts and analyses that clearly depict market and economic histories, trends, and statistics. This resource is designed to help you understand complex financial data, enabling you to make informed investment decisions. By presenting information in an accessible format, the Guide empowers you to navigate the financial landscape with confidence.
Nextphase
Educational website on retirement planning and time-segmented retirement income planning
NextPhase™
NextPhase™ website provides educational materials to help people understand common retirement risks. You can use their tools and calculators to see if your savings match your retirement goals and start to understand the planning process which helps people turn their savings into reliable, inflation-adjusted income for life, by blending guaranteed income options and smart investment strategies.
SAMPLE PLAN
Transitioning Assets into Retirement
Download our sample case study, Transitioning Assets into Retirement, to see how one pre-retiree turned their savings into a sustainable, tax-smart income plan.