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As a committed partner for more than 20 years, we strive to provide ongoing resources and expertise to advisors. Our priority, above all, is helping advisors manage real-world risks and meet the needs of their clients. Through our broad array of thought leadership, practice management tools, and ultimately, our investment products, we are able to find solutions that best fit your practice.
We understand how important it is for you to actively monitor the environment and deliver solutions that address the real-world problems investors are facing. Learn more about our truly active investment approach, and access useful tools and resources on topics that matter most to you and your clients.
In a retirement landscape that is full of new challenges, your clients rely on your expertise as the environment changes. Learn more about the tools and resources we offer to take a proactive approach to retirement.
February 22, 2017
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...
February 10, 2017
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.
February 08, 2017
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.
February 06, 2017
Managing Director of Quantitative Strategies Group, Chris Petrosino, discusses our Disciplined Value Series.
February 03, 2017
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%.
January 26, 2017
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.
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.
January 24, 2017
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.
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