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Policy and Regulatory Commentary
The (presumed) policy implications of 11/3/2020
While we won’t know for sure which party will control the US Senate through 2022 until Georgia decides both of its US Senate elections via a January 5, 2021 runoff, we are comfortable assuming the United States will face a divided government the next two years, with a Democrat in the White House, a Democrat-led House of Representatives, and a Republican-led Senate.
Policy and Regulatory Commentary
Bouts of Volatility Possible as Ballot Tally Continues
Amid uncertainty, we are identifying opportunities for clients.
Policy and Regulatory Commentary
Patience required: How the close vote count may (or may not) impact markets and investors
Key takeaways for investors amid the tightening race for the White House and control of the Senate.
Policy and Regulatory Commentary
Election 2020: Déjà Vu All Over Again?
While voting in the seemingly endless 2020 election is finally over, it was clear by President Donald Trump’s early morning East Room speech that there is still a whole lot of electioneering going on.
Investing Ideas
Guide to ESG Investing
Even through the downturn in early 2020, you may have noticed clients still considering investments in line with their Environmental, Social, and Governance (ESG) values. Our four-step guide provides a framework for discussing sustainable investing as part of your financial planning process.
Policy and Regulatory Commentary
Pumpkin spice popcorn ... m'm, m'm, m'm
This piece is approved to use with clients.
The race could tighten but whatever happens, the market should be fine.
Policy and Regulatory Commentary
One Week Out, Comparing 2016 To 2020
On Nov. 6, 2016, two days before the last presidential election, Politico reporter Katelyn Fossett outlined the 16 worst political predictions of that year.
Investing Ideas
Ten Lessons From Ten Years
This piece is approved to use with clients.
We believe that portfolio managers who follow a sound, repeatable investment process still can add value for clients.