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Financial Planning » Lifetime Legacy vs. Leaving a Legacy
November 08, 2019 | Financial Planning
Traditionally, most retirees’ approach to retirement has been to live frugally to leave a financial legacy to their families, friends, and charities after they pass away. This approach helps to protect retirees against the fear and/or risk of outliving their wealth. However, many would argue it …
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IndividualsLibrary » November 2019 Perspective
November 04, 2019 | Market Commentary
Uncertainty Can't Stop Stocks The US stock market hit a new all-time high in October, propelled by better than expected earnings results, stronger than expected US GDP growth, another interest rate reduction by the Federal Reserve, and positive reports on US-China trade negotiations. Despite …
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All AudiencesMarkets & Economy » Exponential Growth, Exponential Opportunity
October 30, 2019 | Investment Themes
The information age is upon us. Rapid advances in cloud computing, artificial intelligence, and more are just beginning to transform our lives and our economies. Supporting all these technologies is an ever-increasing demand on our hardware and capabilities. Every iPhone upgrade, wireless tower, …
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All AudiencesLibrary » Fourth Quarter 2019 International Perspective
October 21, 2019 | Market Commentary
Quarterly Market Review International equities gave back a small bit of year-to-date gains during the third quarter as economic and geopolitical uncertainty weighed on risk taking. Declines in developed market equities were even slighter than the broad market, whereas emerging markets …
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All AudiencesMarkets & Economy » 3 Health Care Stocks We Like Today
October 18, 2019 | Investment Themes
It’s no secret that health care is pricier than ever. If you haven’t seen the headlines, you’ve likely felt the impact on your own wallet. With an aging population and the rising prevalence of chronic disease, this upward trajectory is expected to continue. According to Deloitte, the growth …
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All AudiencesEndowments & Foundations » The Future of Philanthropy is More Strategic Than You Think
October 07, 2019 | Fundraising
Any organization that relies on philanthropy to operate should be planning carefully for the future. Like many things, philanthropy is an exercise in free will. People choose what to support based on their opinions, experiences, recommendations, etc. – just like they choose what to buy from a …
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Endowments & FoundationsLibrary » October 2019 Perspective
October 02, 2019 | Market Commentary
Strongest Start Since 1997 US equities finished the third quarter modestly higher, furthering what have already been robust year-to-date gains. The S&P 500 price index is up 19% on the year for its strongest start to a year in over two decades. The big rally comes alongside a strong performance …
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Markets & Economy » Power of AI
September 30, 2019 | Investment Themes
Artificial intelligence (AI) is at the forefront of technology today. As companies advance existing innovations and create new ones, AI will play an increasing role in fueling economic growth. In a recent report, consulting firm McKinsey found that AI could potentially add $13 trillion of …
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All AudiencesLibrary » Webinar: High Yield Bond Series
September 27, 2019 | Financial Planning
With interest rates hitting historic lows, many investors are looking to the high yield bond market in search for yield. Join us as our fixed income portfolio managers discuss our approach to managing risk and finding opportunity in this Strategy in Focus webinar. …
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Financial Planning » Turning 65 and Still Working? What You Should Know About Medicare Enrollment
September 27, 2019 | Financial Planning
Although Medicare Open Enrollment is right around the corner, starting October 15, 2019 and running through December 7, 2019, if you aren’t yet 65 (or even if you’re close to it) this is not the period in which you need to sign up. In fact, the process for initial enrollment in Medicare is …
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Individuals