Library

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » What Individuals and Business Owners Need to Know about the Tax Cuts and Jobs Act

January 29, 2018 | Wealth Management

When the formal tax reform process began during the second half of 2017 - and even back in 2016 when President Trump campaigned on the importance of tax reform - key goals were to simplify the tax code, eliminate certain unpopular taxes, reduce taxes for the middle class, and significantly reduce …

Library » Fourth Quarter 2017 International Perspective

January 25, 2018 | International Markets

Quarterly Market Review Global equity markets ended 2017 on a strong note, up nearly 6% for the fourth quarter and 24% for the year. Performance was broadly positive, with both developed and emerging markets turning in strong double-digit returns for the 12-month period. Emerging market equities …

Financial Planning » Prosper

December 12, 2017 | Wealth Management

We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this inaugural issue we cover a wide variety of planning …

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.

Library » Third Quarter 2017 International Perspective

October 25, 2017 | International Markets

Quarterly Market Review Global equity markets continued to climb higher during the third quarter, supported by wide-spread earnings growth and the persistence of a synchronized expansion across major world regions. Over both the quarter and year-to-date period, a weakening USD boosted …

Library » Second Quarter 2017 International Perspective

July 20, 2017 | International Markets

Quarterly Market Review Rising corporate profits, a generally improved global economic backdrop, and continued support from central banks sent equities higher across the globe during the second quarter. International equity markets delivered another strong quarter of returns during the April …

Library » June 2017 Perspective

June 06, 2017 | Market Commentary

Recall that in late 2016, we shifted our U.S. and global macro overviews, stating that while growth may marginally improve, we expected it to remain bound within the post-global financial crisis range. We stand by this view.


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