Webinar: Volatility, Valuations, & Complacency

June 22, 2017 | Market Commentary

With volatility at all time lows and elevated valuations, how does complacency factor in? Managing Director of Quantitative Strategies, Christopher Petrosino, and Portfolio Strategist, Darin Leone, discuss balancing risk and reward while seeking opportunities moving forward.

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Four Tips for an Effective Fundraising Database

June 22, 2017 | Wealth Management

Donors play a very critical role in the livelihood of every non-profit organization. A significant challenge many non-profits face is how best to manage all of the details about their donors’ giving habits while maintaining all of the personal details that are needed to track successful relationships.

Markets & Economy » It’s Copper’s Time to Shine

June 21, 2017 | Investment Themes

The copper industry has been in a state of duress for the last several years following the end of the China-driven commodity supercycle. This industry pressure led to pricing declines and supply constraints, but with demand predicted to remain stable, we believe the industry is ripe for a multi-year deficit which presents opportunities for investors.

Endowments & Foundations » Webinar: Fundraising FAQs

June 09, 2017 | Wealth Management

We share the answers to some of the most common questions we receive on fundraising. Learn more about fundraising tips, best practices, and important considerations.

Markets & Economy » Theresa May Loses Parliamentary Majority

June 09, 2017 | Market Commentary

In April, British Prime Minister Theresa May called for a snap election to be held June 8 in an effort to consolidate power and strengthen her Brexit negotiating position against the European Union.

Markets & Economy » Three Reasons to Invest in International Small Cap Equities

June 08, 2017 | Investment Themes

Small, well-run companies exist all over the world providing investors with dynamic growth potential and attractive investment opportunities. Despite this, international small cap equities remain underinvested and largely overlooked by investors.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 14: Healthcare Reform Makes HSA Education Imperative

June 08, 2017 | Retirement Plans

Healthcare reform will likely lead to increased HSA adoption. How can you help participants prepare for this shift?

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 14: A Fiduciary Approach to Menu Design

June 08, 2017 | Retirement Plans

401(k) plan investment line-ups represent an increasingly complex decision. In our new edition of Converge, we provide five considerations for fiduciaries building menus.

Markets & Economy » Monthly Outlook - June

June 06, 2017 | Market Commentary

Despite optimism, U.S. economic growth has remained slow. What needs to happen to create meaningful change? We discuss this and more in our Monthly Outlook Update for June.

June 2017 Perspective

June 06, 2017 | Market Commentary

Recall that in late 2016, we shifted our U.S. and global macro overviews, stating that while growth may marginally improve, we expected it to remain bound within the post-global financial crisis range. We stand by this view.

Markets & Economy » Campaign Promises and Political Reality

June 01, 2017 | Market Commentary

President Donald Trump won the presidency with a platform focused in part on bringing manufacturing jobs back to the United States, promising to usher in a new “Industrial Revolution.” In 2016, manufacturing accounted for approximately 12% of U.S. GDP, or about $2 trillion. Despite its importance to the economy, however, the manufacturing industry is no longer the major employer it once was.

Markets & Economy » Rising Investor Sentiment May Mean Little for the Economy

May 24, 2017 | Market Commentary

The post-election confidence boom that drove fresh market highs appears to be waning. Confidence-driven trades swing both ways, and should optimism fully revert, we could see increased short-term volatility.

Financial Planning » Webinar: Exclusively for Medical Professionals

May 19, 2017 | Wealth Management

We discuss estate planning techniques that can help protect your assets, your practice, and your family.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowments & Foundations » Documentation: A Simple Step to Strengthen Fiduciary Oversight

May 19, 2017 | Investment Themes

Documentation is a simple but often overlooked aspect of a successful endowment or foundation. Not only is it a way to record processes and procedures, but it’s also closely related to the duties of care and obedience that each fiduciary in an organization is bound to.

Vantage » Country In Focus: France

May 10, 2017 | Market Commentary

France has been in the news recently due to its contentious presidential election. Our newest Country in Focus goes beyond the headlines to examine the world’s sixth largest economy.

Markets & Economy » The Fate of Cash and the Growth of the Digital Wallet

May 08, 2017 | Investment Themes

There’s been a lot of excitement around the digital wallet. Apple Pay, Samsung Pay, Google Wallet, Visa Checkout, Masterpass, Chase Pay, PayPal, Venmo, and SnapCash have all shared in the headlines, but while the move to mobile is real, how to invest in the transition away from cash might be different than it appears.

Markets & Economy » Monthly Outlook - May

May 05, 2017 | Market Commentary

We consider how European politics, the Fed, and tax reform will affect the markets in our new Monthly Outlook video.

May 2017 Perspective

May 05, 2017 | Market Commentary

Domestic and international political uncertainties led to a significant risk-off move during April, driving a further reversal of the reflation trade and a mild flight to safe haven assets.

Markets & Economy » The First 100 Days, an Investor’s Perspective

May 01, 2017 | Market Commentary

Markets rode a rollercoaster during President Trump’s first 100 days in office. We look at some of the most noteworthy events for his administration.

Financial Planning » HSAs are Poised for the Spotlight in the Trump Era

April 27, 2017 | Wealth Management

Just a few months after President Donald Trump’s inauguration, the U.S. healthcare landscape is potentially poised for big changes. Despite the early defeat of the American Health Care Act (AHCA), health care reform reportedly remains a top priority for the administration as it faces its 100-day mark this Saturday.