Archive

Posts Tagged ‘keeping clients invested’


Global Markets forecast: Is the rally based on fake news?

Global Market Outlook 2Q2017

Our global strategist team evaluates how the latest pause in U.S. markets’ growth and other factors are impacting other equity markets.

April 6, 2017 Categories: Economic Insights
Active versus Passive

Debunking active management myths – Part 1

To give investors the highest likelihood of beating the benchmark, you need to find outperforming managers. And then you need to give your strategy time to pay off.

Mar 28, 2017 Categories: Portfolio Corner
Cost vs value of an advisor

2017 Value of a fiduciary advisor: more than 4%

The results are in: The value of an advisor is more than triple the typical fee advisors charge for advisory accounts.

Mar 21, 2017 Categories: The Science of Advising
Tortoise vs. the hare in multi-asset investing

Multi-asset investing: the importance of seeking to manage the downside

Helping investors reach their goals despite the inevitable dips in the market is an integral part of multi-asset portfolios with an emphasis on downside protection.

Mar 16, 2017 Categories: Portfolio Corner
Income investing

Two considerations for today’s income investors

With interest rates rising, income-seeking investors may have an easier time meeting their income targets. That said, risks remain.

Feb 28, 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
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
Millennials are the future.
Engage them now.

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