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.
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.
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.
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?
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.
Something to write home about: Emerging markets crushed U.S. stocks & bonds in 1H2017
The last 12 months have been rewarding for globally diversified investors who held onto their emerging markets exposure—and there may still be more rewards to come.
The four fatal assumptions we’ve heard in 20 years of practice management
Avoid falling prey to four of the most shortsighted assumptions many advisors make—and which we believe prohibit them from reaching their full potential.
