Webinar: Fiduciary Fee Reasonableness: Breaking Down Litigation Teachings

March 29, 2017 | Retirement Plans

Even with the seemingly ever-changing uncertainty around regulations, there are actionable ways to push forward. Recent 401(k) litigation has helped define fee reasonableness and provides considerable guidance to the industry, including decisions with IRA clients. We break down these cases and assess what it could mean for your practice.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

Financial Planning » Four Signs it’s Time to Update Your Estate Plan

March 28, 2017 | Wealth Management

Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can sometimes be expensive, may evoke fears of death, and is generally not the first thing that comes to mind when deciding how to enjoy your day.

Webinar: Economic Expectations vs. Economic Reality

March 23, 2017 | Market Commentary

In recent months, there has been a marked improvement in economic expectation surveys of both consumers and businesses. How do we put these surging expectations into proper context considering where the United States is in the economic cycle? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Colby Feane, discuss moving forward.

Dana Vosburgh

Dana Vosburgh

Director of Family Wealth Management

Financial Planning » Medicare FAQs

March 22, 2017 | Wealth Management

As people approach age 65 and consider retirement, health care planning becomes a higher priority. It also becomes a common area of confusion. After years of having health care coverage through an employer provided plan, the various parts of Medicare and additional coverage options can be overwhelming.

Markets & Economy » Emerging Markets Update: A Hybrid Approach to Investing

March 21, 2017 | Emerging Markets

The Global Financial Crisis forcibly aligned emerging market macroeconomic and monetary policy cycles. But, as we move further from the trough, emerging markets are becoming increasingly less homogeneous.

Markets & Economy » Federal Reserve Hikes Rates, Ushers in Accelerated Pace

March 16, 2017 | Fixed Income

In a widely expected move, on Wednesday afternoon, Federal Reserve policymakers chose to hike interest rates by a quarter of a percentage point to a range of 0.75 to 1.00 percent...

Endowments & Foundations » How to Find Income Opportunities in a Low Yield World

March 13, 2017 | Investment Themes

Investment income can be an important tool for endowment and foundation portfolios. But in today’s low interest rate world, traditional income solutions may no longer fit the bill. In this webinar we explore opportunities...

Markets & Economy » Emerging Markets Update: Trends Affecting Emerging Markets

March 09, 2017 | Emerging Markets

Entering 2016, many emerging market countries continued struggling to find a new growth model in the aftermath of the Global Financial Crisis. While economic growth in emerging markets briefly rebounded...

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 13: Fiduciary Fee Reasonableness

March 08, 2017 | Retirement Plans

Although fee reasonableness is an important part of the fiduciary discussion, the DOL hasn’t provided much guidance as to what is considered a reasonable fee. We look at past examples of litigation to understand the precedents that have been set.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 13: Breaking Down CITs

March 08, 2017 | Retirement Plans

CITs are not broadly understood, but the DOL’s Fiduciary Rule has put them in the spotlight. Our new post addresses common misconceptions and answers some frequently asked questions.

Markets & Economy » Monthly Outlook - March

March 07, 2017 | Market Commentary

How will today’s headlines affect tomorrow’s investments? Our outlook video for March provides our perspective on the latest economic news.

March 2017 Perspective

March 07, 2017 | Market Commentary

Two of the first pieces of national economic news released each month are the Institute for Supply Management (ISM) Reports on Business. The first report covers the manufacturing sector, which is followed by a release covering non-manufacturing activity. These surveys can have a meaningful influence on investor and business confidence...

Vantage » Research Note - March 2017

March 03, 2017 | Market Commentary

Since the surprising results of the U.S. presidential election in November, the equity markets (especially those in the U.S.) have generally marched steadily upward. In fact, through mid-February, almost all major global equity indices have generated positive returns year-to-date.

Markets & Economy » Stocks Surge and Uncertainty Looms Following President Trump’s Address

March 02, 2017 | Market Commentary

In his first major speech since inauguration, President Donald Trump addressed his laundry list of outstanding campaign promises with a more conciliatory tone. Many political commentators approved of his more measured approach, but specifics remain absent...

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Finding Funding Sources for a Foundation Start-Up

February 27, 2017 | Investment Themes

How should an organization go about finding funding sources for a newly created foundation? In our new post, we discuss strategies to jumpstart funding.

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.