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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.

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Insights for Financial Professionals

May 24, 2017

Rising Investor Sentiment May Mean Little for the Economy

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.

May 10, 2017

Country In Focus: France

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.

May 08, 2017

The Fate of Cash and the Growth of the Digital Wallet

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.

May 05, 2017

Monthly Outlook - May

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

May 05, 2017

May 2017 Perspective

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.

May 01, 2017

The First 100 Days, an Investor’s Perspective

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.

April 25, 2017

Product Spotlight: Real Estate Series

Beth Mallette, Portfolio Manager and Mike Magiera, Managing Director discuss our Real Estate Series.

April 21, 2017

Research Note - April 2017

Sentiment has improved in recent months, but actual economic growth has not kept up. At what point should you consider portfolio adjustments? We discuss hard data vs. soft data in our Research Note.

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