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Leveraging Technology & Data
Accelerating the WealthTech Transformation
An Envestnet report illuminating opportunities ahead. 5 key themes for 2021 and beyond.
Market Outlooks
President Biden’s First 100 Days: By The Numbers
President Joe Biden marks his 100th day in office tomorrow. What has happened so far?
Market Outlooks
Quick Thoughts: Why Our Managers Disagree On Inflation, Rates, And Growth
This piece is approved to use with clients.
Chief Market Strategist Stephen Dover believes when thinking about fixed income investing, it is important to think beyond rising interest rates and focus on the many ways to obtain total return.
Market Outlooks
Schumer’s Gambit, and Infrastructure Week
President Joe Biden is outlining a $4 trillion infrastructure plan that will include items like universal pre-kindergarten, significant investments in addressing climate change as well as tax increases to pay for this spending. In other words: items, that along with the overall size of the package, will raise the hackles of Republicans in Congress.
Market Outlooks
Congressional Review Act: Democrats Leave Key Regulatory Tool On Table—Why?
Many Democrats on Capitol Hill, and the party’s left flank, are itching to eliminate the legislative filibuster in order to get the Biden agenda into law.
Market Outlooks
Earmarks Make A Comeback
We look at the return of earmarks and how each party feels about it.
Behavioral Finance
[Presentation Slides] Be the Calm in the Storm with a Behavioral Practice Model | Webinar 1
2020 has been an unprecedented and emotionally-charged ride — the most difficult for advisors in over a decade. Yet as the year ends, significant uncertainty lingers regarding the markets, the economy, and the election that continues to rattle investor nerves.