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...
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,...
CHINA’S GREAT PROPERTY BUST: GLOBAL ECONOMIC IMPLICATIONS
China has approximately 65 million empty homes—equal to about the number of households in France and the U.K., combined. As of the second...
BOND TAPERING: WHAT TO EXPECT WHEN THE FED TAPERS
There isn’t much historical experience with bond tapering. The first and last time it happened, it didn’t go so well, though it did give...
