Is something wrong with U.S. small cap stocks?

US small cap stocks

U.S. small cap stocks have disappointed many investors this year. We see potential upside for four key reasons.

September 14, 2017 Categories: Portfolio Corner

What’s the state of the U.S. economy? Check out the Economic Indicators Dashboard | How have asset classes performed recently? Explore the Asset Class Dashboard

Future model

A model for the future: How model portfolios may increase satisfaction and generate net new assets

Advisors, investors and home offices could stand to gain from using model portfolios. Mark Spina explains in this post.

Sep 7, 2017 Categories: The Science of Advising
Practice management

Racing to the 2017 Finish Line. Your team’s 3-step fall check list.

Make your fall as productive as possible using these three ideas developed by our practice management team.

Sep 5, 2017 Categories: The Science of Advising
Sustainable investing

ESG, SRI, Impact investing – what do they mean?

Make sure you’re prepared for increasingly common client questions about “responsible investing.” Use this crib sheet to navigate the topic and deepen your client relationships.

Aug 31, 2017 Categories: Portfolio Corner
Municipal bonds

Is tax-reform a threat to tax-exempt bonds?

Many muni bond investors worry about the impact of potential tax reform. In contrast, we see 7 reasons why Munis may be unaffected by the new tax regime.

Aug 23, 2017 Categories: Portfolio Corner
The taxable downside to improved international stock returns

The taxable downside to improved international stock returns

Many globally-diversified investors are finally being rewarded by better performance only to potentially have those returns eaten up by taxes. How is that possible and what can advisors do to help?

Aug 8, 2017 Categories: Portfolio Corner
Active vs Passive

Active vs. passive: Should you use both in fixed income?

The debate between active and passive management in fixed income continues. We take a look at both sides of the coin for investors.

Aug 1, 2017 Categories: Portfolio Corner
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