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Investing Ideas
Ask the PM: Dividend Strategies
Join Portfolio Manager George Metrou, who will discuss where he's seeing opportunities in the current market and how the economic slowdown has affected how he manages our Dividend portfolios today.
Policy and Regulatory Commentary
The Bare Minimum: What Congress Actually HAS To Do This Year
Members of Congress are have been back in their home states and districts for the last two weeks and won’t return to Washington until July 20.
Policy and Regulatory Commentary
Fiscal policy matters
This piece is approved to use with clients.
Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely
Policy and Regulatory Commentary
Higher Tax Rates Expected in Biden Administration
This piece is approved to use with clients.
A Biden administration is expected to propose higher tax rates to finance various domestic programs.
Policy and Regulatory Commentary
Historic Shortfalls for State Budgets
If you thought a socially distant Independence Day was last week’s most significant event, think again.
Investing Ideas
Rebalancing Through Market Drawdowns
This piece is approved to use with clients.
Our analysis indicates that prudent rebalancing can yield potential benefits in market drawdowns and subsequent recoveries.
Policy and Regulatory Commentary
The CFPB and the Future of Confirmations
When Congress created the Consumer Financial Protection Bureau (CFPB) in 2010 under the Dodd-Frank Act, it made the head of the new agency a presidential appointee whose confirmation must be approved by the Senate.