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Investing Ideas
The responsible investing "boot camp" for financial advisors
Our boot camp provides financial advisors a guide to the responsible investing opportunity, including actionable steps to help integrate these investments into client portfolios.
Policy and Regulatory Commentary
Remember the Electoral College
A poll released exclusively to the Washington, D.C.-based newspaper The Hill yesterday shows former Vice President Joe Biden’s national lead over President Donald Trump in the U.S. presidential race at 12 points
Market Outlooks
Don’t fight the Fed. And, maybe the Federal Government too
Among the better-known Wall Street maxims is “Don’t fight the Fed,” which speaks to the idea that monetary policy and the trend in interest rates determines the direction of the stock market.
Market Outlooks
Two bits of good news. And, what are two bits, anyway?
The economic headlines of late have been driven by – and understandably so – BIG pieces of news, both bad and good.
Policy and Regulatory Commentary
Looking Down Ballot
Last week, we discussed the state of the campaign for the White House, but President Donald Trump and former Vice President Joe Biden will not be the only two candidates with their names on the ballot this November.
Market Outlooks
What small caps might be telling us about the economy and the market
For a big country, we sure have an affinity for little things. Think TV shows: “Tiny House Nation”; sayings: “Big things come in small packages”; and children’s books: “The Little Engine That Could” as being among the more obvious examples of our love of things little or small. It is a love of small things which brings us to the focus of this week’s Weekly Wire, US small cap stocks, and what the asset class might be telling us about the US economy and the US stock market as we approach the second half of 2020.
Policy and Regulatory Commentary
What Does Current Polling Say About November?
In a normal presidential election year, June headlines would be filled with speculation about who the White House challenger will pick as a running mate
Market Outlooks
Opportunities & Risks in Commercial Real Estate Today
Wednesday, June 3, 2020 | 4 PM ET
Market Outlooks
What history will COVID-19 write?
The COVID-19 pandemic has made history in more ways than one, including catalyzing an economic downturn that cost the US more than 20 million jobs and a policy response that saw the Federal Government pass the $2.1 trillion CARES Act, the largest ever US economic rescue package. That said, we don’t think COVID-19 is finished filling up our history books. We think the long-term consequences of the virus could prove much more meaningful than what we have seen to date.