January 2017 Perspective

January 09, 2017 | Market Commentary

In December, Federal Open Market Committee (FOMC) members voted unanimously to raise the federal funds target rate by 25 basis points on December 14 from a range of 0.25–0.50% to 0.50–0.75%. Following the December 2015 rate hike, this was only the second time the FOMC raised rates in over a decade, an indication of the slow pace at which the U.S. economy has been recovering.

Vantage » Country In Focus: Japan

January 09, 2017 | Market Commentary

Japan seems to have fallen off the financial media radar of late, so perhaps it is a good time to check in with the world’s third largest economy. Even as the political calendar continues to heat up with the recent U.S. election which now shifts...

January 2017 YourShare

January 09, 2017 | Market Commentary

In the aftermath of the U.S. presidential election, financial markets responded positively to expectations for policies from the administration of President-elect Donald Trump that could lead to more growth, higher inflation, and higher yields.

Marc Bushallow

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » Fed Raises Rates: Implications for Fixed Income Investors

December 23, 2016 | Fixed Income

The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, also by 25 basis points.

Vantage » Research Note - December 2016

December 22, 2016 | Market Commentary

Does the election of Donald Trump plus a Republican majority in the House and Senate equal a change in our economic overview? We look beyond the splashy headlines to contemplate this question in our new Research Note.

Markets & Economy » These Remarkable Times Continue

December 22, 2016 | Market Commentary

There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and Industrial stocks.

Webinar: Looking Ahead to 2017

December 22, 2016 | Market Commentary

Recent events have increased uncertainty in the short-term, making it crucial to remain focused on the long-term. Join us as Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss the recent market environment and what to expect as we enter the new year

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » How to Increase Donations by Promoting Tax-Friendly Gifts

December 15, 2016 | Investment Themes

With year-end approaching, now is the ideal time to educate your donors on tax-efficient methods of giving. Learn more about gifting appreciated stock and other best practices for non-profits.

Endowments & Foundations » Webinar: 2017 Outlook

December 12, 2016 | Investment Themes

There seems to be little historical precedent for today’s market environment. How do endowments and foundations plan for the future during these remarkable times? Nicholas Cintineo, Senior Investment Consultant, and James Ebenhoch, Endowment & Foundation Consultant, share our outlook for 2017...

December 2016 Perspective

December 08, 2016 | Market Commentary

Our December Perspective provides our view on the latest US and global economic news. This month’s edition includes updates on China, England, fixed income, and our US outlook in the wake of the election.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 12: Trump and the Fiduciary Rule—Managing Uncertainty

December 07, 2016 | Retirement Plans

Donald Trump’s surprise election has put many policies in question, including the DOL’s fiduciary rule. How do you move forward in the face of uncertainty? We discuss our perspective in the latest edition of Converge.

James Esposito

James Esposito

Qualified Plans Consultant

Converge, Volume 12: What’s New with the Form 5500?

December 07, 2016 | Retirement Plans

What are the driving forces behind the proposed revisions of the Form 5500? Our latest edition of Converge examines the changes and their potential impact on you.

Markets & Economy » Italian Prime Minister Resigns

December 05, 2016 | Market Commentary

Italian Prime Minister Matteo Renzi has tendered his resignation after the country voted “No” on a referendum of proposed constitutional changes that he championed. Learn more about our perspective and what this could mean for investors in our new post.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

Financial Planning » 12 Tips for Year-End Tax Planning

December 05, 2016 | Wealth Management

If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax planning.

Markets & Economy » Is Japan Passing the Baton from Monetary to Fiscal Policy?

December 01, 2016 | Market Commentary

For more than 20 years, Japan’s policy makers have thrown everything but the kitchen sink at the economy to boost growth. We provide an update on their latest tactics and our perspective on the country moving forward.

Webinar: How Municipalities Can Optimize Income Using a BDIA

November 22, 2016 | Fixed Income

The current regulatory and low interest rate environment are forcing municipalities to find new ways to optimize their income. In this recorded webinar we share a case study on how municipal organizations can optimize their cash management strategy with a custom analysis and Bank Deposit Investment Account (BDIA).

Webinar: How Higher Education Organizations Can Optimize Income Using a BDIA

November 22, 2016 | Fixed Income

The current regulatory and low interest rate environment are forcing higher ed professionals to find new ways to optimize their income. In this recorded webinar we share a case study on how higher education organizations can optimize their cash management strategy with a custom analysis and Bank Deposit Investment Account (BDIA).

Shelby George

Shelby George

Senior Vice President, Advisor Services

3 Influencers Driving Today’s Fiduciary Best Practices

November 21, 2016 | Retirement Plans

What can you do today to better comply with the new DOL rule? This article examines three influencers driving the new fiduciary best practices.

Dana Vosburgh

Dana Vosburgh

Director of Family Wealth Management

Financial Planning » Tax Planning for the Trump Era

November 21, 2016 | Wealth Management

President-elect Donald Trump's victory, along with Republicans maintaining majorities in Congress, has taken many by surprise. While some segments of the broad U.S. stock market reacted favorably to the election results (e.g., Financials and Industrials), other segments did not (e.g., Utilities and Consumer Staples). It's quite possible that a certain level of uncertainty and volatility will continue as the new administration takes shape...

James Esposito

James Esposito

Qualified Plans Consultant

Three Considerations For Small Business Owners When Implementing a Retirement Plan

November 17, 2016 | Retirement Plans

Three things small business owners should keep in mind when looking to implement a new qualified retirement plan.