Archive

Posts Tagged ‘keeping clients invested’


The tale of two rallies since the U.S. election

After getting battered by the outcome of the U.S. election in November 2016, non-U.S. and emerging markets equities have rebounded, leaving U.S. stocks behind in the dust.

May 11, 2017 Categories: Economic Insights
The muni market comes to its senses

The muni market comes to its senses – with still more potential upside

One third of the way into the new year, Senior Portfolio Manager, Albert Jalso, offers an update on the municipal bond market and how it has fared since his 2016 year-end outlook for the asset class.

May 2, 2017 Categories: Portfolio Corner
Global Market Outlook 2Q2017

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

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

Apr 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
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