
DATA: THE OIL OF THE 21ST-CENTURY ECONOMY
Data is an asset. In today’s digital world, it has more value than 20th-century assets, such as buildings and equipment. The future will...

WHEN REFINANCING DOES (AND DOESN’T) MAKE SENSE
With mortgage rates nearly 100 bps lower today than in the first quarter of 20191, many of your clients may be considering refinancing...

THE FUTURE STATE OF ASSET MANAGEMENT
Are your clients’ portfolios positioned for the profound changes that are likely to affect every investment they own, as well as the very...

DOES LOWER OIL PRICES HALTING THE RENEWABLE ENERGY REVOLUTION?
Renewable energy represented 72 percent of all new power generation in 2019 and is estimated to grow another 50 percent by 2024.1 Many of...

SEINFELD’S INVESTMENT WISDOM
Seinfeld, the classic comedy show, found humor in the mundane. The show’s unique perspective produced memorable story lines and spawned a...

First-Quarter 2021 Market Commentary
WE EXPECTED 2021 to offer significantly more impact-producing events than average, driven by the reopening of the economy and new...

ARE ENERGY STOCKS A SMART SOURCE OF RETIREMENT INCOME?
Is it smart to make energy stocks a part of a retiree’s income plan when the demand for oil is low, the end of the fossil fuel era many...

Research Report: Investor Behavior Tools to Apply in the Current Market | February 2021
LEGENDARY INVESTOR BENJAMIN Graham once said, “The investor’s chief problem—and even his worst enemy—is likely to be himself.” Financial...

Fourth-Quarter 2020 Market Commentary
AFTER AN UNPRECEDENTED 2020, the upcoming year appears to offer a relatively tame outcome, but only because of how much last year...

Third-Quarter 2020 Market Commentary
THE ECONOMIC SWINGS that have taken place in the U.S. and globally during the past six months have been nothing short of mind blowing,...