Confident going into the holidays?

October 2014 Economic Indicators

This month’s reading of the Consumer Sentiment Index suggests the upcoming year-end holidays may hold a full stocking, rather than a lump of coal, for the U.S. economy.

November 25, 2014 Categories: Economic Insights

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Rate rises

Rate rises aren’t all bad for long-term bond investors

The focus on the short-term impact of a rate rise is causing anxiety for many bond investors. But it ignores the potential benefits of higher rates to long-term bond investors.

Nov 20, 2014 Categories: Portfolio Corner
Taxes sign

Capital gain distributions: From Bad to Worse

As we head into the final weeks of 2014, are you and your clients prepared for the capital gain distributions that many mutual funds may pay out before year-end?

Nov 18, 2014 Categories: Portfolio Corner
Commodoties out of favor

Commodities: Out of favor but still important to a diversified portfolio

Let’s face it: Commodities are out of favor. It is times like this when investors might begin to reconsider why they hold a commodity allocation at all.

Nov 13, 2014 Categories: Economic Insights
October 2014 Markets in Perspective

Markets in perspective: October in review

October 2014 was a good reminder of the challenges of trying to perfectly anticipate market sell-offs and rebounds.

Nov 11, 2014 Categories: Portfolio Corner
Rebalancing when clients don't want to

Rebalancing when clients really, really don’t want to

Portfolio rebalancing can help keep investors within their risk comfort zone and on track toward achieving their financial goals. But sometimes, investors have a hard time seeing past short-term concerns to recognize the long-term value of rebalancing.

Nov 6, 2014 Categories: Portfolio Corner
International equity

What’s the sense in diversifying outside the U.S.?

U.S. investors reviewing market performance at the end of third quarter 2014 may be tempted to conclude that investing outside the U.S. is futile. A longer-term perspective can help dispel that myth.

Nov 4, 2014 Categories: Portfolio Corner

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