FIRST QUARTER 2022: Quarterly Market Commentary
THE FIRST QUARTER of 2022 was a wild one. Economic and market complications piled up to start the year, weighing on equity and fixed...
TAKE OUR FINANCIAL LITERACY TEST
In recognition of National Financial Literacy Month, we’ve crafted a financial literacy quiz and invite all financial advisors and...
PASSIVE INVESTING: THE ROLE OF IMPLICIT SECURITY SELECTION
Here’s a provocative thought. Index investing is not an entirely passive investment management strategy. Passive investing is rife with...
TAX ALERT: 2021 TAX CREDIT ON CHILDCARE EXPENSES
The childcare tax credit underwent significant change in 2021. The new law expanded the child and dependent care tax credit in three...
ARE HIGHER INTEREST RATES BAD FOR EMERGING MARKETS?
Emerging market economies have been challenged by longer wait times to receive COVID-19 vaccine supplies and by their limited ability to...
ESG INVESTING IN ERISA RETIREMENT PLANS
Investment managers and other Employee Retirement Income Security Act (ERISA) plan fiduciaries well know that they are not permitted to...
STOCK PERFORMANCE IN MIDTERM ELECTIONS
The stock market in 2022 faces a number of significant headwinds, ranging from inflation and supply chain constraints to new COVID...
COMPARISONS TO THE 1981-82 RECESSION
The 1981-82 recession was one of the worst economic contractions since the Great Depression. For many investors who lived through that...
Fourth-Quarter 2021: Quarterly Market Commentary
THE FOURTH QUARTER financial market returns were surprising—but certainly not unwelcome—and capped off a strong year. The S&P led all...
THE EVOLVING STATE OF ESG
Since the beginning of 2020 through the second quarter of 2021, sustainable investing has attracted over $90 billion in new cash flow,...
