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Endowments & Foundations » Three Ways to Attract Millennial Donors Using Social Fundraising
December 11, 2017 | Investment Themes
Crowdfunding, or social fundraising, is becoming an increasingly popular and effective fundraising strategy for non-profits. This tactic is especially successful in attracting and engaging millennial donors. According the Pew Research Institute, more than 62% of Millennials and Gen Xers use their …
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InstitutionalFinancial Planning » Year-End Tax Planning Tips
December 11, 2017 | Wealth Management
The uncertainty surrounding potential tax law changes has dominated headlines in the past few weeks. While the tax landscape for 2018 is still up in the air, we know what the laws are for 2017.
Spotlights » Menu Design Matters
December 11, 2017 | Retirement Plans
With additional fiduciary scrutiny and an increase in litigation, it's more important than ever to offer a retirement plan menu that meets the needs of all participants. To be confident in their plan decisions, we believe plan sponsors should design their investment menu based on participant …
Markets & Economy » Monthly Outlook - December
December 08, 2017 | Market Commentary
In our last Monthly Outlook video of 2017, we look back at the year’s economic news and discuss where we might be headed in 2018.
Library » December 2017 Perspective
December 07, 2017 | Market Commentary
The U.S. Economy The current bull market rolled on in the month of November as the S&P 500 kept rising, closing above 2,600 for the first time ever. The U.S. large-cap equity market is now up over 350% since the trough of the financial crisis, marking one of the longest bull markets in American …
Markets & Economy » Would You Buy This Smart Beta Strategy?
December 05, 2017 | Market Commentary
Smart beta investing strategies are on a roll. As one of the fastest growing exchange-traded fund (ETF) categories, there are now nearly 700 available in the market. With the number of smart beta ETFs increasing every year, their surging popularity is grabbing investor attention as the approach …
Library » Webinar: Finding Opportunities in Today's Environment
December 01, 2017 | Investment Themes
Michael Knolla, Managing Director of the Capital Goods & Materials Group, discusses the way we are applying our stock selection strategies to some of the most exciting sectors today. From retail to biotechnology, learn how our analysts capitalize on disruption. Our team of …
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IndividualFinancial Planning » Tax Reform and What Comes Next
November 20, 2017 | Wealth Management
As we near Thanksgiving and the end of November, one of President Trump’s deadlines for a possible tax reform bill is fast approaching. The House of Representatives and the Senate recently unveiled separate tax bills, with the House bill passing on the 16th of November and the Senate bill …
Financial Planning » Webinar: Financial Planning FAQs
November 10, 2017 | Wealth Management
Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future.
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IndividualMarkets & Economy » Don’t Rule Out That Raise
November 09, 2017 | Market Commentary
As Federal Reserve policymakers move further along on plans for monetary policy normalization, they will look to key inflation indicators in deciding the appropriate pace of tightening. One of those key indicators, wage growth, has been disappointingly modest over the course of the current …