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Vantage » Country In Focus: Japan

January 09, 2017 | Market Commentary

Japan seems to have fallen off the financial media radar of late, so perhaps it is a good time to check in with the world’s third largest economy. Even as the political calendar continues to heat up with the recent U.S. election which now shifts to Europe, Japan remains at the forefront of …

Vantage » Research Note - December 2016

December 22, 2016 | Market Commentary

The conventional wisdom leading into last month’s U.S. presidential election held that in the unlikely event that Donald Trump was victorious, a significant market sell-off would likely ensue. Early financial market indicators on election night certainly fit this scenario as Dow Jones Industrial …

Markets & 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 …

Shelby George

Senior Vice President, Advisor Services

Library » Converge, Volume 12: Trump and the Fiduciary Rule—Managing Uncertainty

December 07, 2016 | Retirement Plans

With Donald Trump named president-elect, a myriad of current policies have been put into question - including the Department of Labor’s Fiduciary Rule. While this rule is not set to take effect until April 2017, there is question as to whether Trump’s election could halt its implementation. …

Markets & Economy » Americans Elect a New President – Time to Move Forward

November 09, 2016 | Market Commentary

After a protracted campaign among the two most disliked candidates in the history of U.S. presidential elections that included few high points, but some very distinct lows, Americans finally went to the polls and elected Donald Trump the 45th president of the United States. Global markets …

Financial Planning » Webinar: Remarkable Times

November 08, 2016 | Investment Themes

Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond. How do investors plan for the future during these remarkable times? In this webinar, a panel …


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