Ethan McKenney

Ethan McKenney

Senior Wealth Management Consultant

Financial Planning » Understanding Revocable Trusts

February 23, 2017 | Wealth Management

Wills and Revocable Trusts are estate planning tools which can be used to pass assets on at death. However, the structure of wills and trusts are quite different. In order to understand how both a will and trust work, you must first understand...

Markets & Economy » Unearthing Opportunities in Biotech

February 22, 2017 | Investment Themes

A number of defining characteristics of markets and economies signal a more challenging environment for investors. Economic growth in the U.S. and abroad remains sluggish, valuations are generally on the expensive side of neutral, forward return expectations are relatively muted...

Financial Planning » Webinar: The Importance of Estate Planning Early (& Often)

February 21, 2017 | Wealth Management

Estate planning is not a one-time endeavor. The effectiveness of various estate planning tools will change throughout an individual’s lifetime as circumstances change. Join us we discuss the importance of ongoing estate planning, and various strategies your family may want to consider.

Markets & Economy » 2017 Could be the Year of the Active Manager

February 10, 2017 | Active Management

It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the reality of today’s environment.

Markets & Economy » Monthly Outlook - February

February 08, 2017 | Market Commentary

Monthly Outlook video for February provides an update on the US and global economy; including the impacts of President Trump, the ongoing Brexit negotiations, fixed income, and more.

Chris Petrosino

Chris Petrosino

Managing Director of Quantitative Strategies Group

Product Spotlight: Disciplined Value Series

February 06, 2017 | Investment Themes

Managing Director of Quantitative Strategies Group, Chris Petrosino, discusses our Disciplined Value Series.

February 2017 Perspective

February 03, 2017 | Market Commentary

U.S. economic growth markedly slowed during the fourth quarter of 2016 according to the advance estimate released in January. Specifically, real GDP growth came in at a 1.9% annual rate, down from the third quarter’s final reading of 3.5%.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowments & Foundations » How Trump’s Tax Proposals May Impact Non-Profits

February 01, 2017 | Investment Themes

Donors are driven by a variety of motivations when it comes to their charitable giving. Broadly speaking, we view these motivations as either having an emotional appeal...

Contribution Limits, Tax Rates, and More for 2017

January 26, 2017 | Wealth Management

Don’t have time to keep track of changes to contribution limits and tax rates? Our printable 2017 Tax Reference Guide has all the information you need compiled into one easy document.

Ebrahim Busheri

Ebrahim Busheri

Director of Investments

2017 Outlook: Investing in Remarkable Times

January 26, 2017 | Active Management

As we head into the new year, we provide our forecast of what to expect in global financial markets and highlight how active management may help navigate today’s market environment. Learn more about our view in the new 2017 Semi-Annual Outlook.

Fourth Quarter 2016 International Perspective

January 24, 2017 | International Markets

Global equity markets shook off an October decline and finished the fourth quarter markedly higher on the heels of Donald Trump winning the U.S. presidential election. Expectations for policies that could lead to greater economic growth, including tax reform, increased fiscal spending, and reduced regulation, helped boost U.S. equity markets with those returns spilling over into global equity indices.

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 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...