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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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April 25, 2017
Beth Mallette, Portfolio Manager and Mike Magiera, Managing Director discuss our Real Estate Series.
April 21, 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.
April 19, 2017
On Tuesday, British Prime Minister Theresa May called for a snap election on June 8, hoping to consolidate power and strengthen her Brexit negotiating position against the European Union.
April 13, 2017
International equity markets turned in very strong performance during the first quarter of 2017, and although developed equities delivered strong returns, emerging markets (EM) were the notable outperformers.
April 11, 2017
Today’s environment has become increasingly challenging for investors that are reliant on income generation. Economic growth in the U.S. and abroad remains sluggish, valuations for both fixed income and equity securities have become less compelling, forward return expectations are relatively muted...
April 05, 2017
Our monthly outlook video includes our perspective on interest rates, consumer sentiment, politics, and more.
Our April 2017 Perspective offers our take on the U.S. and global economy; including updates on the recent U.S. fed funds policy interest rate hike, Brexit, scandal in South Korea, and more.
April 03, 2017
Since the U.S. recession ended in 2009, the real estate sector has outperformed the broader equity market. The MSCI US REIT Index has returned over 20% on an annualized basis versus the S&P 500’s 15% return. Further, Real Estate Investment Trusts (REITs) have been the best performing asset class in the market over the past 15 years...
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