October 15, 2018 What Einstein Can Teach Business Sellers About Giving by Daniel Brunello, Andrew Bishop Einstein famously said, “Energy cannot be created or destroyed, it can only be changed from one form to another.” For charitably inclined business sellers, Einstein’s theory takes on a whole new meaning—one that can help them save taxes on the proceeds from a sale. Wealth Planning Likes 0 SHARE Bookmarks
October 10, 2018 Women, Take Control of Your Health Plan Today by Andrew Bishop, Tara Thompson Popernik Healthcare spending has increased a whopping 260% since 1960. For women, these costs are higher, for one simple reason: longevity. Wealth Planning Likes 0 SHARE Bookmarks
October 08, 2018 How Low Can Emerging Markets Go? by Sharon Fay Emerging-market (EM) stocks fell in the third quarter and continued to diverge sharply from developed-market equities. While it may be too soon to buy into the weakness, investors should watch for signs that could herald a quick rebound. Emerging Markets, Equities Likes 0 SHARE Bookmarks
October 02, 2018 NAFTA 2.0: A Bold New Beginning? Or a Modest Rewrite? by Eric Winograd The revised NAFTA deal relieves uncertainty for Canada and avoids a possible Mexican barrier to ratification. But what does it really mean for the three countries involved—or for trade tension with China? Economics, Trade Wars Likes 0 SHARE Bookmarks
September 27, 2018 The Fed’s on Auto-Pilot—For Now by Eric Winograd When it comes to the official US short-term interest rate, the Federal Reserve now appears to be on autopilot, with three more quarter-percentage-point increases likely by mid-2019. But after that, things should get more complicated. Economics, Rising Rates Likes 0 SHARE Bookmarks
September 26, 2018 What the US Midterm Elections Mean for Policy and the Markets by Scott Krauthamer Will Democrats retake the House of Representatives in the US midterm elections this fall? Will it matter for your investment portfolio if they do? Probably not so much, although a Democratic sweep of both houses could be more disruptive. Equities, Fixed Income, Policy & Regulation, Volatility Likes 0 SHARE Bookmarks
September 26, 2018 An Opportunity to Do Good by Clare Golla, Stephen S. Schilling All over the country, there are distressed communities that need investment. But except for the occasional local charity, there really hasn’t been a straightforward way for individuals and nonprofits to invest in these neighborhoods in need, until now. Today, there’s Opportunity Zones. Philanthropy, Wealth Planning Likes 0 SHARE Bookmarks
September 25, 2018 Healthcare’s New Vitamin D: Data Analytics by Vinay Thapar Harnessing the potential of Big Data will be a major factor in the future of healthcare. And some of the greatest innovations in the sector’s future may not come from companies in healthcare, but from technology companies. Equities Likes 0 SHARE Bookmarks
September 20, 2018 Responsible Investors Should Focus on ESG “Offenders” by Valerie Grant, Michelle Dunstan Investing in companies that have favorable ratings on environmental, social and governance (ESG) issues has become increasingly popular. But investors might do better targeting companies with poor ESG ratings and a clear commitment to mend their ways. Equities, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 18, 2018 Retailer’s Reality: Adapt or Die by Greg Young In the past, new retail models did not necessarily cause immediate death of the incumbents. But today it’s different; if retailers cannot adapt to the changing landscape, they die. Equities, Fixed Income, Wealth Planning Likes 0 SHARE Bookmarks
September 17, 2018 China’s Leapfroggers Shape the Investing Landscape by John Lin, Stuart Rae, Sammy Suzuki In our many travels through China to explore the changing market landscape, we’ve discovered countless companies and industries that are jumping ahead of the rest of the world. These leapfroggers are creating exciting opportunities for investors as China’s equity market opens to the world. Wealth Planning Likes 0 SHARE Bookmarks
September 12, 2018 Emerging Markets: It’s Not All About Turkey by Sammy Suzuki Investors in emerging-market (EM) stocks have taken a big hit as Turkey’s crisis has escalated. But a closer look inside the EM benchmark suggests that the entire developing world isn’t broken. Economics, Emerging Markets, Equities Likes 0 SHARE Bookmarks
September 11, 2018 Diagnosing Healthcare Stocks by Vinay Thapar While many investors in healthcare stocks may try to focus on predicting scientific outcomes, we take a different approach. We look at the return on invested capital (ROIC), and that’s how we find opportunities. Equities Likes 0 SHARE Bookmarks