Insights

    Dec 14, 2017

Room to Run — Remaining Cautiously Optimistic

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The global economy is a key driver of market performance. In our view, the global economy has the necessary...

    Dec 13, 2017

Dividend Paying Stocks: One Size Does Not Fit All

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2017 has been a rewarding year for equity investors. Global equities, as measured by the MSCI World Index...

    Dec 12, 2017

Begin at the End When It Comes to Saving for Retirement

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When thinking about retirement, the goal for investors is to put as much money away now to be used later...

    Dec 7, 2017

Lawmakers’ Full Court Press on Tax Reform

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When Congress outlined an aggressive timeline to overhaul the U.S. tax code, few believed it could be realistically accomplished before the end of the year...

    Dec 6, 2017

One Investor’s Junk (Bond) Is Another’s Treasure

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“Should I invest in junk bonds?” may not be the appropriate question investors need to be asking their advisors...

    Nov 29, 2017

Accounting for Disruptive Forces within the Fixed-Income Markets

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Continued economic growth and generally solid corporate profits have...

    Nov 27, 2017

An Alternative “ETF” Look at Tax-Loss Harvesting

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One of the most frequently cited benefits of ETFs is their tax efficiency. So, what does this mean for investors...

    Nov 27, 2017

Inflation Shows Signs of Life

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Inflation increased last month, as higher costs in housing, medical care, and wireless services offset lower energy and vehicle prices...