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Archive for the ‘Portfolio Corner’ Category


Looking for more reasonably priced investment opportunities? Consider looking beyond U.S. borders.

U.S. stocks appear expensive. But where to consider investing instead?

The U.S. stock market appears expensive relative to its history – and especially relative to non-U.S. developed and developing markets. Do your clients’ portfolios reflect this

Jan 31, 2017 Categories: Portfolio Corner
Factor-based investing

Factor-based investing – are you and your clients up to speed?

A number of trends are making factor investing a potentially attractive investment option for many investors.

Jan 24, 2017 Categories: Portfolio Corner
2016 in review

2016 was quite a ride for investors

Despite a tough start to the year and some unexpected, market-moving events throughout the year, all major asset classes remarkably finished 2016 in positive territory

Jan 10, 2017 Categories: Portfolio Corner
Muni bond outlook

Setting expectations for taxable clients in 2017

Municipal bonds may help taxable portfolios weather potentially volatile markets in 2017 as capital markets adjust to the new Administration’s policies and approaches.

Dec 29, 2016 Categories: Portfolio Corner
Low return imperative

The Low-Return Imperative: Investing uncomfortably

Market returns for the next 10 years are likely to be lower than historical averages. Three rules may help investors navigate the low return environment.

Dec 20, 2016 Categories: Portfolio Corner
Trump Tax Plan

Don’t neglect tax-aware investing in light of potential tax cuts. Potential tax reform doesn’t.

Although it’s likely that there will be some form of tax cuts in 2017, the main take away for investors is: Taxes are not going to 0%. Tax-aware investment strategies should still be an important part of investor portfolios.

Dec 15, 2016 Categories: Portfolio Corner
Non-US stock markets

3 indications that non-U.S. stock markets can be great again under Trump

Trump’s victory, rising economic populism on both sides of the Atlantic and poor recent performance of European markets notwithstanding, we believe fundamentals suggest better prospects ahead for non-U.S. equities.

Dec 13, 2016 Categories: Portfolio Corner
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