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.

Nick Cintineo

Nick Cintineo

Senior Investment Consultant

Endowments & Foundations » How Portfolio Modeling Tools Can Help Manage Risk

November 15, 2016 | Investment Themes

Risk is a core consideration in endowment and foundation portfolios. This post looks at three portfolio modeling techniques that can help manage uncertainty.

Dana Vosburgh

Dana Vosburgh

Director of Family Wealth Management

Financial Planning » Comparing IRAs: Trusteed and Traditional

November 10, 2016 | Wealth Management

Individual Retirement Accounts (IRAs) are a great way to save for retirement and accumulate wealth. However, when it comes to preserving your legacy and passing on your wealth to future generations the way you wish, there are options to consider.

Markets & Economy » Americans Elect a New President – Time to Move Forward

November 09, 2016 | Market Commentary

Trump defeated Clinton yesterday to become the 45th president of the United States, and global markets initially fell this morning in reaction. We discuss our take on the result as long-term investors.

Webinar: The Evolutionary Fiduciary

November 09, 2016 | Retirement Plans

The DOL’s new rule has undoubtedly evolved the definition of fiduciary. How can a fiduciary, by new or old definitions, get it right? In this webinar, Shelby George, JD, CEBS, discusses the three influencers impacting advisor best practices, and the actionable steps you can take to act in the best interest of plan participants and IRA holders.

Financial Planning » Webinar: Remarkable Times

November 08, 2016 | Investment Themes

Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond.

Financial Planning » Solutions for Remarkable Times

November 08, 2016 | Active Management

How do you plan for today’s remarkable times? We discuss how we are finding investment opportunities despite the current slow growth environment, and strategies we use with individuals to help them meet their goals.

Markets & Economy » Monthly Market Update - November

November 03, 2016 | Market Commentary

Research Communication Strategist Tom Patterson discusses our economic outlook for November 2016, including a discussion on the U.S. election, a hard Brexit, consumer spending, Brazil, and more.

November 2016 Perspective

November 03, 2016 | Market Commentary

The advance estimate of U.S. real GDP growth for the third quarter came in at a 2.9% annual rate, up from the second quarter’s 1.4% growth. While this was the best reading in two years...

Vantage » Country in Focus: Canada

November 03, 2016 | International Markets

With the U.S. presidential election upon us, one probably does not need to search too hard for pledges by friends or family to move to Canada depending on the outcome. Regardless of the credibility of these threats, our latest Country In Focus post takes deep look at the investment environment north of the border.

Managed Accounts in Defined Contribution Plans

November 02, 2016 | Retirement Plans

The adoption of managed accounts as a QDIA has been limited; however, there has been an up-tick in the percentage of plans utilizing them as an opt-in service. Deterrents for selecting a managed account service as a QDIA include...

Our View » The Evolutionary Fiduciary

October 27, 2016 | Retirement Plans

Recent changes from the Department of Labor are giving many financial professionals added responsibilities to act as ERISA-like fiduciaries. Shelby George, JD, CEBS breaks down the new rule, its three main influencers, and offers advice on how best to evolve in this new environment.

Markets & Economy » Presidential Politics and the Impact of Populism

October 26, 2016 | Market Commentary

Populism is on the rise, as evidenced by the Brexit in the UK and candidates like Donald Trump and Bernie Sanders in the US. Our new video discusses why this is happening and what it means for investors.

Financial Planning » Presidential Politics and Your Planning

October 19, 2016 | Market Commentary

Our Family Wealth Management group discusses how a new president will affect your taxes, and how should you plan for different outcomes.