April 22, 2019 Climate-Proofing an Equity Portfolio by James T. Tierney, Jr., David Tsoupros From rising sea levels to catastrophic weather events, investors can’t afford to ignore the risks of climate change. Since many companies would be vulnerable if current climate forecasts materialize, asset managers may want to consider climate change in their equity research process and engage management teams on the subject. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
April 12, 2019 Investing Responsibly? Don’t Sit Back by Valerie Grant Responsible investing mandates may be the ideal candidates for active management. Here’s why research matters in a purpose-driven portfolio. Responsible Investing/ESG, Wealth Planning Likes 0 SHARE Bookmarks
April 12, 2019 Watch Out for Volatility, Even in Rising Markets by Kent Hargis, Sammy Suzuki, Chris Marx Global stocks rebounded in the first quarter, but the ride was rocky. Even in a rising market, volatility is a clear and present danger. With so many risks clouding the outlook, we believe that investors should focus on generating a smoother pattern of returns. Equities, Volatility Likes 0 SHARE Bookmarks
April 11, 2019 Brexit Extension: It’s Progress, but Not as We Know It by Darren Williams The European Union has given Britain seven more months to sort out its exit plans. While the chaos of a disorderly Brexit has been averted for now, we think the compromise could have some unintended consequences. Brexit, Economics Likes 0 SHARE Bookmarks
April 10, 2019 Equity Investing When Turbocharged Growth Is Gone by Mark Phelps In today’s low-growth, low interest-rate environment, investors should be patient, and look for opportunities to use volatility to get into desirable investments at the price you’re willing to pay. Equities, Later in the Cycle, Volatility Likes 0 SHARE Bookmarks
April 09, 2019 Tackling Volatility Head On by Clare Golla, Travis Allen Investors, for the most part, have recovered from the bout of volatility that rocked equity markets at the end of last year, but the experience served as a wake-up call for investment committees. Not wanting to be left flat-footed, fiduciaries are questioning their policies and wondering what other strategies are available to handle times of extreme market stress. Fortunately, they have several tools at their disposal. Here are a few. Endowments & Foundations, Volatility Likes 0 SHARE Bookmarks
April 08, 2019 Put the Law on Your Side by Beata Kirr, Andrea Kushner Many women focus on downside protection in their investments, but there’s one wealth destroyer that can sneak up on you: unforeseen legal exposure. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
April 08, 2019 Most Interesting Chart Right Now: Recession? Not So Fast by Matthew D. Palazzolo The current 10-year economic expansion is nearing the longest in US history. Based on age alone, many economists—roughly 50% of those recently surveyed—believe a recession is on the horizon. We think this conclusion is misguided. Economics, Wealth Planning Likes 0 SHARE Bookmarks
April 04, 2019 Why Every Business Owner Should Have an Exit Plan by Andrew Bishop, Daniel Brunello When many business owners hear the words “exit plan” or “succession plan,” they immediately think of retirement or that the end is approaching. Some owners view exit planning as “nice to have” while others quite frankly are just too busy managing their company to develop a plan with their advisors and put it in place. But having the right plan in place can reduce risk and ensure that those you care about are taken care of if the unexpected happens. Business Owners, Wealth Planning Likes 0 SHARE Bookmarks
April 01, 2019 Top Five Questions on Your Mind by Matthew D. Palazzolo Thinking ahead to the remainder of 2019 and into 2020, we look at the most frequent questions we’ve been getting from our clients and how certain issues may play out over the foreseeable future. Here we discuss the top five questions on your mind. Capital Markets Outlook, Economics, Equities, Inflation Likes 0 SHARE Bookmarks
March 28, 2019 What an Elite Athlete and Wealth Planning Have in Common by Beata Kirr Many parallels can be drawn between an elite athlete’s career and wealth planning. In both, victory is measured by what’s important to you, but to succeed, follow these three doctrines. Wealth Planning, Women & Wealth Likes 0 SHARE Bookmarks
March 27, 2019 Inflation and Pricing Power by James T. Tierney, Jr. Many US companies have forgotten how to raise prices because they haven’t had to for a long time. In some sectors, such as retail, pricing power has been hobbled by the giant consolidated retailers, leaving other businesses unable to adequately offset inflationary pressures. Equities, Inflation Likes 0 SHARE Bookmarks
March 26, 2019 Is the Fed Done with Rate Hikes This Year…and Next? by Eric Winograd Last week’s meeting of the Federal Open Market Committee (FOMC) surprised even those who expected a dovish outcome. As the Fed wrangles with its policy framework, one takeaway is clear: don’t expect rate hikes this year—and possibly next. Economics, Fixed Income, Inflation, Later in the Cycle, Policy & Regulation Likes 0 SHARE Bookmarks