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Investment insights to guide you through today's financial realities

SOLUTIONS FOR REMARKABLE TIMESHow do you plan for today’s remarkable times? We discuss how we are finding investment opportunities despite the current slow growth environment, and strategies we use with individuals to help them meet their goals.

Featured Topic: Active ManagementView all insights »

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November 08, 2016

Solutions for Remarkable Times

How do you plan for today’s remarkable times? We discuss how we are finding investment opportunities despite the current slow growth environment, and strategies we use with individuals to help them meet their goals.

August 22, 2016

Building and Interpreting Custom Investment Benchmarks

From simple beginnings, the investment benchmark has become a de-facto aspect of most investment programs today. There are many types of benchmarks, but the most widely accepted version uses passive market indices as standards of performance measurement and points of comparison for various portfolio characteristics.

June 30, 2016

Checking in on the Consumer

The U.S. consumer is widely known to be the major contributor to domestic economic activity. In fact, the American consumer’s share of the U.S. economy (over 68%) ranks among the highest in the world.

June 17, 2016

Remaining Active Through Uncertainty

As we head into the second half of 2016, we provide our view of what to expect in global financial markets, and highlight how active management may help navigate the current market environment as long-term investors work to reach their investment objectives.