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THOUGHT LEADERSHIP & MARKET COMMENTARY

Thought Leadership

Responsible Investing Part 3 of 3

Fiduciaries can deepen their relationships with clients through understanding their clients' unique values and investing priorities. Read More >

Responsible Investing Part 2 of 3

Each Investor has unique priorities and values that affect how they approach responsible investing. Part 2 in our 3-Part Series discusses four main avenues for approaching this growing movement. Read More >

Responsible Investing- Part 1 of 3

Responsible Investing is a rapidly growing movement. It has established roots in history that date all the way back to biblical times; is evolving in modern times to reflect the political and social themes... Read More >

The Changing Landscape of the Female Investor

When evaluating the preferences of female investors, we see that 82% of women want to make a positive social impact through their investments. Read More >

Smart Beta Explained

Smart beta strategies offer a transparent investment vehicle with exposure to factors that can translate to outperformance for top-performing active managers. Read More >

The Millennial Market for Financial Advisors

Millennials have quickly become a marketing buzzword for brands and services to target. What defines the Millennial generation and why should Financial Advisors pay attention... Read More >

Making the Switch

After almost ten years of falling rates, the bond market is making a shift that many felt unprepared for even though warning lights have been signaling a change was nigh. Read More >

Dividends: A Significant Driver of Total Return

The vast universe of dividend investment strategies existed long before the Federal Reserve created a low interest rate environment. Now, yield starved investors seemingly turn more and more to... Read More >

Volatility as an Asset Class

Volatility has existed since the advent of free markets. However, it was difficult to measure and track due to technological shortcomings. This changed when... Read More >