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Business Development
Referrals Refined, Part 2: Activation
In the second post of a three-part series, Head of Knowledge Labs® Professional Development Michael Futterman explains how to transform referral sources into advocates through deliberate, personalized client experiences.
Business Development
Winning more of your boardroom presentations
This piece is approved to use with clients.
You’ve done a lot of work to get a presentation in the boardroom, and you have one opportunity to make an impression and earn their trust. There are ways you can improve your chances of success before you even walk in the door.
Fixed Income Insights
TIPS Attractive Amid Potential for Upside Inflation Surprise
TIPS are attractive because inflation could exceed the widely anticipated increase in consumer prices later in 2021.
Client Life Events
Emergency savings: Planning for the unplannable
This piece is approved to use with clients.
The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies.
Fixed Income Insights
Why BBB munis are an A+ opportunity in our books
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Investment grade muni spreads tightened significantly since March, but still remain elevated in some areas versus historical averages.
Fixed Income Insights
February 2021 Fixed Income Market Update
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In our view, January may prove to be a microcosm of the new year. Optimism abounds for progress against the pandemic and a rapid economic recovery, but challenges remain on both fronts.
Fixed Income Insights
“No Jules, It’s High-Yield Bonds”
If you think back on Wall Street in the ‘80s, a few things come to mind: the ‘87 Crash (the S&P 500 was up that year), a secular bull market, interest rates in the teens, the movie Wall Street, corporate raiders and junk bonds.
Fixed Income Insights
High Yield: Passing the Baton from Beta to Alpha
Global Head of Portfolio Construction and Strategy Adam Hetts talks to Seth Meyer and Tom Ross, portfolio managers on the high-yield bond strategies, about how with credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).
Fixed Income Insights
Positioning for Higher Yields
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With higher government bond yields looking increasingly likely, Head of U.S. Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.