October 2014 Economic Indicators

Economic Indicators Dashboard – January 2015 update

Assess the health of the U.S. economy with the latest Economic Indicators Dashboard update.

Mar 3, 2015 Categories: Economic Insights
Millennials infographic

Tips for connecting with Millennials

Hoping to connect with Millennials? Consider having a social media presence.

Feb 26, 2015 Categories: The Art of Advising
Yellow taxi cabs

Are you insulated from the “Uber” equivalents in financial services?

Uber™ has quickly transformed the competitive landscape for traditional taxi cabs. Similar technology-based, disruptive entrants may be changing the status quo for advisors. Are you prepared?

Feb 24, 2015 Categories: The Science of Advising
Capital gains tax

2014 capital gains: As bad as advertised

With year-end statements and 1099-DIV forms hitting client mailboxes, you may be getting questions about the tax implications of capital gain distributions in 2014. Does your answer include a strategy to potentially help reduce those liabilities in 2015?

Feb 19, 2015 Categories: Portfolio Corner
Wall Street

The U.S. bond market may be good for a lot of things. Passive investing may not be one of them.

Passive investing in bonds isn’t as straightforward as it can be in equities. It can also end up creating a portfolio with unintended exposures. Bond investors beware!

Feb 17, 2015 Categories: Portfolio Corner
Seal of Federal Reserve

What might happen if the Fed raises rates?

Investors looking to position their portfolios in anticipation of a potential interest rate hike may be well-served to fall back on tried and true best practices: discipline and diversification.

Feb 12, 2015 Categories: Portfolio Corner
January 2015 Market Review

January market update – a month when diversifiers diversified

The divergence of asset class returns can be a good reminder for investors of the benefits of diversification.

Feb 10, 2015 Categories: Economic Insights

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