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Markets & Economy » Fed Raises Rates: Implications for Fixed Income Investors
December 23, 2016 | Investment Management
The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, …
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All AudiencesMarkets & Economy » These Remarkable Times Continue
December 22, 2016 | Market Commentary
There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …
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Financial Planning » 12 Tips for Year-End Tax Planning
December 05, 2016 | Tax Planning
If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax …
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Individuals
Endowments & Foundations » How Portfolio Modeling Tools Can Help Manage Risk
November 15, 2016 | Investment Management
Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …
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Endowments & FoundationsLibrary » October 2016 YourShare
October 12, 2016 | Market Commentary
Consumer Spending Remains a Strong Contributor to Growth The second estimate of second-quarter gross domestic product (GDP) growth was revised down slightly from a 1.2% seasonally-adjusted annual rate to 1.1%. Lower readings for government spending and housing construction were the primary …
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All AudiencesLibrary » Product Spotlight: Pro-Blend® Conservative Term
September 26, 2016 | Investment Management
Portfolio Strategist, Darin Leone, discusses our Pro-Blend® Conservative Term Series.
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Financial AdvisorsLibrary » Product Spotlight: Pro-Blend® Maximum Term
September 26, 2016 | Investment Management
Portfolio Strategist, Darin Leone, discusses our Pro-Blend® Maximum Term Series.
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Financial AdvisorsLibrary » What’s Next for Brexit?
August 03, 2016 | Market Commentary
What happened? In an historic referendum, the citizens of the United Kingdom (UK) voted to leave the European Union (EU) on June 23, with 51.9% of voters choosing “Brexit.” For the first time since the creation of the European Economic Community in the 1950s and the formal establishment of the …
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InstitutionsMarkets & Economy » Britons Vote in Favor of Brexit
June 24, 2016 | Market Commentary
Yesterday, citizens of the United Kingdom (UK) collectively voted in favor of leaving the European Union (EU). Now begins the process of negotiating a withdrawal accord and the terms of the UK’s relationship with the political-economic bloc, including 80,000 pages of EU trade agreements. …
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All AudiencesMarkets & Economy » Digital Trends Driving Opportunity
June 02, 2016 | Investment Themes
The internet has evolved into the primary source of information for all of society and is quickly becoming the foundation for voice, video, and data communications. Not only does the internet provide an alternative means to distribute and repurpose content, but the massive adoption of the …
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