Markets & Economy » The True Cost of Higher Education

September 20, 2017 | Market Commentary

Student loan debt is a $1.3 trillion problem in the United States, and it’s showing few signs of slowing down. On average, borrowers owe a staggering 70% more upon graduation than their predecessors just a decade ago.

Endowments & Foundations » Fundraising & Finances: Helpful Hints for Endowments & Foundations

September 18, 2017 | Investment Themes

From fundraising to finances, we have non-profits covered. Our new piece suggests ways to take action on the latest economic news and giving trends.

Endowments & Foundations » Webinar: Take the Lead: Key Areas of Knowledge for Successful Non-Profit Leaders

September 14, 2017 | Wealth Management

Having well-rounded, knowledgeable board and staff can give non-profits a crucial leg-up. Every organization is different, but we’ve identified four broad areas of expertise essential to achieving long-term success in the non-profit space.

Markets & Economy » The Consumer Debt Burden [Infographic]

September 14, 2017 | Market Commentary

U.S. household debt has surpassed previous peak credit bubble levels. Check out our new infographic on proliferating consumer debt.

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 15: Fiduciaries: “Can someone just tell me what to do?”

September 13, 2017 | Retirement Plans

Eight of ten employers say they’re concerned about an increase in fiduciary litigation. And more than a quarter listed fiduciary liability and litigation as their top 401(k) concern. Who can blame a fiduciary for thinking, "Can someone just tell me what I have to do?"

Shelby George

Shelby George

Senior Vice President, Advisor Services

Converge, Volume 15: 3 Ways Participants are Driving a New Era of Menu Design

September 13, 2017 | Retirement Plans

The industry has put immense effort into introducing new participants to retirement education and help preparing resources to assist in participants’ long-term needs. While the effort on behalf of those participants can and should continue to be a large focus, there needs to be an additional layer of planning, preparation, and servicing to those participants who are near or at retirement with a shorter time horizon, and full of diverse needs.

Markets & Economy » Economic Recovery from a Natural Disaster

September 12, 2017 | Market Commentary

With Hurricanes Harvey and Irma hitting the sun belt of the United States, natural disasters are taking a devastating toll on life and property. Our hearts go out to all those affected. In this blog, we explore the economic effects of natural disasters.

Markets & Economy » Monthly Outlook - September

September 11, 2017 | Market Commentary

Our Monthly Outlook Update provides our perspective on North Korea, the Whole Foods/Amazon deal, fixed income, and more.

Jim Ebenhoch

Jim Ebenhoch

Endowment/Foundation Consultant

Endowments & Foundations » Increasing Donors and Dollars: Implementing a Peer-to-Peer Fundraising Strategy

September 07, 2017 | Investment Themes

People are three times more likely to donate when asked by a friend or colleague. Based on that statistic alone, it’s no wonder so many non-profit organizations have begun to incorporate peer-to-peer fundraising programs in their annual strategic development initiatives.

September 2017 Perspective

September 07, 2017 | Market Commentary

Amid the tumultuous political landscape, it seems unreasonable to expect the combination of political uncertainty and financial market calm to last in perpetuity. We feel it is important for investors to prepare for potentially attractive investment opportunities that may arise when volatility eventually returns.

Webinar: Europe has Reached an Inflection Point

August 31, 2017 | Investment Themes

In recent years, European equity markets have lagged their U.S. counterparts due to a variety of factors. We believe, however, that the tide is turning. In this webinar, we examine the market dynamics as well as the economic and political conditions which inform our increasingly-positive view on investing in Europe.

Andrew DelMedico

Andrew DelMedico

Senior Consultant/Financial Planning Coordinator

Financial Planning » Four Things You Can Do with Excess 529 Plan Funds

August 18, 2017 | Wealth Management

529 college savings plans are widely touted as the most effective way to save for college education expenses. As the use of 529 plans has proliferated, however, more people are facing a situation where a portion of the balance may not be needed for college.

Vantage » Research Note: Watching for Late Cycle Warning Signs

August 15, 2017 | Market Commentary

Our top-down commentary over the past several quarters has consistently maintained the view that while the economy has moved later cycle, there are few observable extremes that suggest a major recession or bear market is imminent.

Colby Feane

Colby Feane

Portfolio Strategist

Markets & Economy » The Benefits of Investing in REITs

August 14, 2017 | Investment Themes

Real Estate is a unique asset class that provides a balanced mix of total return and diversification benefits to a broader portfolio.

Webinar: How to Transform Your Practice Using LinkedIn

August 09, 2017 | Wealth Management

LinkedIn can help financial advisors build relationships and reinforce their status as a trusted resource. Our recent webinar provided tips for advisors looking to harness the power of social selling.

Markets & Economy » Monthly Outlook - August

August 08, 2017 | Market Commentary

We talk policy implementation, recession odds, and opportunity in Europe in our Monthly Outlook Update video for August.

August 2017 Perspective

August 08, 2017 | Market Commentary

After surging to overly optimistic levels following the U.S. presidential election, business and consumer confidence now appear to be normalizing after generating no major shift to the economic trajectory of the U.S.

Webinar: New Era Menu Design

July 27, 2017 | Retirement Plans

Behavioral insights have helped 401(k) fiduciaries design plans and select investment defaults that best meet the needs of the majority of participants. With new fiduciary scrutiny, an increase in litigation, and a potential shift in participant behaviors, we are entering a new era of menu design that addresses the needs of all participants.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowments & Foundations » Four Elements of Effective Mission Statements

July 25, 2017 | Investment Themes

One advantage private foundations have over other forms of philanthropy is their longevity. A foundation can extend a donor’s generosity over many years, potentially even after he or she has passed away. However, longevity can bring with it added complication, particularly with regards to an organization’s philanthropic mission.

Second Quarter 2017 International Perspective

July 20, 2017 | International Markets

Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April through June period, and have generated approximately 14% year-to-date.