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Library » Foundations, Volume Two
October 03, 2018 | Investment Themes
In our second edition of Foundations we take a deep dive into retirement planning tips and tricks, the current bull run, and the effects of the steel and aluminum trade tariffs. Download your copy »
Audience
Taft-HartleyFinancial Planning » Webinar: Financial Planning FAQs
August 02, 2018 | Financial Planning
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. We revisited our most frequently asked questions our experts receive on financial planning topics …
Audience
Individuals
Insights for Non-Profits » How A Custom Portfolio Can Help Non-Profits Achieve Their Mission
July 06, 2018 | Investment Management
Case studies are a great way for endowments and foundations to learn about what works for similar organizations. This post focuses on a common problem many organizations face: How should an investment portfolio be managed to help achieve its goals? Details of this particular case study could …
Audience
Non-ProfitsLibrary » Webinar: Risk Management Still Matters
June 21, 2018 | Market Commentary
After nine years of rising equity prices in the U.S., investor complacency regarding market return expectations is concerning. The Quantitative Strategies Group discuss how a proactive approach to asset allocation and risk management can balance the risks and opportunities …
Audience
Financial AdvisorsLibrary » Webinar: How Much Is Active Management Worth?
March 29, 2018 | Active Management
Documenting the reasonableness of 401(k) investment options has never been so difficult or so important. Today’s unique market environment, participant risk tolerance, and risk capacity creates new fiduciary risk. in this webinar, we discuss prudent approaches to evaluating …
Library » March 2018 Perspective
March 02, 2018 | Market Commentary
Equity Volatility Returns The Dow Jones Industrial Average suffered two declines of over 1000 points in early February as inflation fears led to a spike in market volatility. This marked the first correction (a decline of at least 10% from a recent high) for US equities in over two years. While …
Audience
All AudiencesLibrary » February 2018 Perspective
February 08, 2018 | Market Commentary
The U.S. Economy US stocks began 2018 right where they left off, marching steadily higher. The synchronized global expansion persisted into the New Year, aiding US economic growth and supporting equity prices. Rising corporate earnings, tax reform, and elevated investor sentiment have each also …
Audience
All AudiencesMarkets & 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 …
Audience
All AudiencesLibrary » Webinar: Business Cycles & Market Status
September 28, 2017 | Market Commentary
How are current events, such as natural disasters, affecting the economy and markets? How much does the business cycle factor in? We discuss current topics of interest, as well as assess the current market backdrop and its potential impact on asset allocation decisions.
Audience
Financial AdvisorsMarkets & Economy » REITs: Can the Best Performing Asset Class Maintain its Crown?
April 03, 2017 | Investment Themes
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 …
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