June 22, 2018 Four Reasons Why It’s Time to Get Real About Inflation by Vinod Chathlani, Brian Resnick, Karen Watkin With the global economy moving into its late-cycle stages, we think it’s a good time to bolster portfolio inflation protection by embracing several recently unloved investments—including natural resources and commodities. Asset Allocation, Inflation, Multi-Asset Likes 0 SHARE Bookmarks
June 22, 2018 Small-Cap Stocks: What’s Really Driving Returns? by James MacGregor US small-cap stocks have delivered strong returns in recent years. But value stocks have lagged the broader market. A closer look at what’s driving returns reveals some risks that deserve attention. Equities Likes 0 SHARE Bookmarks
June 18, 2018 Sometimes All or None Makes Sense by Andrew Bishop, Jennifer Couturier-Ostberg The Tax Cuts and Jobs Act (TCJA) went into effect this year. Even though the new law did not make material changes to the ability to give charitable donations, it does require individuals to think differently about the way they give. Here’s why. Wealth Planning Likes 0 SHARE Bookmarks
June 18, 2018 ESG Research is Essential for Frontier Markets by Henry S. D'Auria, Vlad Byalik, Beata Kirr Analyzing companies’ behavior when it comes to the environment, social issues, and governance (commonly known as “ESG”) has become more commonplace for investors. But some firms need more attention than others—especially those in smaller frontier countries. Wealth Planning Likes 0 SHARE Bookmarks
June 15, 2018 Emerging Markets: Diminishing Risks vs. Headline Fears by Laurent Saltiel, Sergey Davalchenko, Naveen Jayasundaram Fears of new threats to emerging markets have cooled stock returns after two years of hot performance. But the concerns may be overstated. The long-term risk profile of emerging markets is continuing to improve. Emerging Markets, Equities, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 12, 2018 Your Portfolio Can Pursue Purpose and Profits by Kathleen M. Fisher Values-based investing has come a long way—and society seems better for it. But what about investors’ bottom lines? Wealth Planning Likes 0 SHARE Bookmarks
June 11, 2018 Is Your Wealth Transfer Strategy Ready for Rising Rates? by Pavan W. Auman, Robert Dietz Interest rates are steadily rising, and will impact more than just bond portfolios. Many commonly used planning strategies are also rate-sensitive. Should this cause concern? We don’t think so. Investors have options—both in the short and long term—to effectively transfer wealth no matter where interest rates go. Wealth Planning Likes 0 SHARE Bookmarks
June 08, 2018 The Best Gifts Under the New Tax Law by Andrew Bishop, Jennifer Couturier-Ostberg The new tax law went into effect this year. That means that last year’s advice for charitable giving may no longer make sense. Structuring your gifts to be the most beneficial to both you and the charity starts today. Wealth Planning Likes 0 SHARE Bookmarks
June 06, 2018 Why It’s a Mistake to Cash Out of Bonds When Rates Rise by Douglas J. Peebles Bond investors are worried about rising rates in today’s environment. Many are protecting themselves by moving to cash or other very short investments. But is their “safe” choice putting them at risk? Fixed Income, Rising Rates Likes 1 SHARE Bookmarks
June 06, 2018 Fiduciary Decisions Today for an Uncertain Tomorrow by Travis Allen How can endowment and foundation fiduciaries plan for long-term success given short-term market disruptions? It starts with designing an appropriate strategic asset allocation policy. Wealth Planning Likes 0 SHARE Bookmarks
May 31, 2018 What Do Initial Coin Offerings Really Offer? by Paul Robertson Though enthusiasm for Initial Coin Offerings (ICOs) continues unabated, we have serious doubts about them. To us, they’re a classic example of buyer beware. Wealth Planning Likes 0 SHARE Bookmarks
May 29, 2018 Will China Export Volatility as Equity Markets Open? by John Lin China’s markets are opening to the world—but be aware of the potential for unintended consequences. As more money flows into domestic Chinese stocks from abroad, more money is also flowing out of China, which may trigger volatility in regional markets. Emerging Markets, Equities, Volatility Likes 0 SHARE Bookmarks
May 29, 2018 Care Options for Aging Parents by Andrew Bishop Caring for elderly parents can be a daunting prospect, but knowing your options in advance can help crystallize the trade-offs. Wealth Planning Likes 0 SHARE Bookmarks