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November 29, 2013 | Investment Themes
While Canada is known internationally as a natural resource and global export powerhouse, it is the Canadian consumer who makes up the largest component of the economy at 57% of GDP. Could the consumer’s steady contribution to economic growth be set to change in the years ahead? Let’s Dig into …
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All AudiencesNovember 29, 2013 | Market Commentary
Since the earliest days of the current recovery, we have been making the case for a slow/below-trend economic growth rate for the U.S. economy. We reasoned that the growth rate would be necessarily slow as the consumer would need years to recover from the post-housing bubble hangover. …
November 25, 2013 | Retirement Plans
Introduction Health plan costs rank among the highest concerns of U.S. employers, and with good reason, since health care cost increases have outpaced inflation for years. As shown in the chart below, average health plan costs increased dramatically over the past decade1. Many factors have …
November 18, 2013 | Estate Planning
Introduction Life insurance is a financial tool that can help individuals accomplish a variety of financial goals. The most common use of life insurance is to provide for dependent family members in case of premature death. Life insurance can also be used to fund certain goals, such as a child …
November 18, 2013 | Retirement Plans
Introduction Mariners understand that some of the trickiest waters to navigate are located where two strong currents converge, creating powerful and dangerous swirls. Both employers and employees find themselves attempting to navigate the waters where the strong currents of retirement planning …
November 18, 2013 | Estate Planning
Long-Term Care As people approach retirement, their insurance needs often change. Whereas earlier they may have focused on life and disability insurance to replace wage income, the need for those types of insurance can diminish as their assets grow. Asset protection may become more important, …
November 12, 2013 | Retirement Plans
Jeffrey S. Coons, Ph.D., CFA President & Co-Director of Research Watch Jeff Coons on TheStreet.com. Disclosures This video by TheStreet.com was originally published on 09/24/2013 and is provided with permission from Wright’s Media/TheStreet.com. All data is believed, but in no way …
October 24, 2013 | Investment Themes
“The world hates change, yet it is the only thing that has brought progress” - Charles F. Kettering Investors have become increasingly short-term focused due, in no small part, to today’s 24/7 financial news media and instantaneous access to information via the Internet. It is important to …
Audience
All AudiencesOctober 11, 2013 | Market Commentary
Recent times have drawn concerns about student loan debt and rising delinquencies. Anecdotes of unfortunate individuals struggling financially to cope with massive student loans raise fears of broader risks to the US economy and financial markets. Phrases like “soaring debt” instantly revive …
Audience
All AudiencesOctober 03, 2013 | Active Management
While each market cycle is unique, in general a full market cycle includes periods of declines, recovery, and incremental growth, and should thus represent an unbiased time period for evaluating the performance of an investment manager. Most Market Cycles are Valuation-Driven Many times …
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