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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 …
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Financial Planning » Three Essential Components of a Family Wealth Succession Plan
June 23, 2016 | Estate Planning
Sustaining family wealth across multiple generations is difficult. So difficult, in fact, that there are numerous proverbs from cultures around the world that describe the problem: “Shirtsleeves to shirtsleeves in three generations” (U.S.), “from barn stall to barn stall in three generations” ( …
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IndividualsLibrary » Using Derivatives in the Fixed Income Markets
October 16, 2015 | Investment Themes
Introduction While derivatives may have a negative connotation to some investors, it is common for fixed income managers to simply utilize them as risk management tools to adjust exposure to interest rate, credit, and currency risk rather than a means to take on excessive risk/leverage. As such, …
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All AudiencesLibrary » Webinar: Market Volatility
October 05, 2015 | Market Commentary
Recent market volatility has raised many questions. Managing Director, Christopher Petrosino, and Darin Leone, Portfolio Strategist, respond to the uncertainties facing investors today and what to expect going forward.
Markets & Economy » “Safe” Can Be Risky
September 01, 2015 | Investment Management
The last several years have been defined by historically low interest rates, and using a bond index fund to gain market exposure to the broad fixed income market has become a more prevalent investor strategy. While rates have seen historic lows, they are expected to rise over time. Given the …
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All AudiencesMarkets & Economy » Where are Interest Rates Headed?
July 29, 2015 | Market Commentary
Today, most market watchers agree that rates are poised to move higher. That being said, the interest rate conversation is also quickly shifting toward what happens after the first policy rate hike. Will the Federal Reserve continue on a path of predictable hikes, or will policy adjustments …
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All AudiencesLibrary » July 2015 Interest Rate Outlook
July 29, 2015 | Investment Themes
Where are interest rates headed? Anyone following financial markets over the past few years undoubtedly has this question burning in their mind. At this juncture, while debate continues to surround the timing, most market watchers seem to agree that rates are poised to go up. Admittedly, an …
Insights for Non-Profits » Managing Spending Needs in Today’s Low Interest Rate Environment
July 20, 2015 | Market Commentary
Introduction For many investors, the need for current income to support spending needs is a primary investment objective. For example, investors that may place a priority on maintaining stability of current income needs include: High net worth investors in or near retirement Endowment/ …
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Non-ProfitsLibrary » Webinar: Searching for Income in a Low-Yield World
July 07, 2015 | Investment Themes
With yields below average, searching for income to meet your investors' goals can be challenging. In order to find value, you must understand the risks that are involved with fixed income portfolio decisions. Managing Director, Christopher Petrosino, and Darin Leone, Portfolio Strategist, discuss …
Library » The Hidden Risk of Fixed Income Indexing
June 18, 2015 | Investment Themes
Introduction Conventional wisdom is to check the oil in your car at regular intervals. While there has been some debate as to how often to change it, there is no arguing that your car’s engine couldn’t run for very long without oil. However, to say that the purpose of oil is to keep the engine …