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Policy and Regulatory Commentary
Washington Update: Fed Bashing - A White House Tradition
This piece is approved to use with clients.
James Carville, a strategist to then-Gov. Bill Clinton’s insurgent 1992 campaign for the presidency, famously – and succinctly – captured the essence of the race for the White House with the phrase “it’s the economy, stupid.” As we begin the march towards the twenty-eighth anniversary of President Clinton’s defeat of President George H.W. Bush, Carville’s truism still holds.
Policy and Regulatory Commentary
Washington Update: Congress Takes a Break
This piece is approved to use with clients.
Ah, spring break. It’s not only college students who long for a few lazy days come March and April. Congress adjourned last week and now is in the middle of a two-week “district work period,” which most politicos refer to instead as recess. Unlike the students who flock to Miami, though, lawmakers likely aren’t sitting by the pool or even resting much.
Sustainable Investing
Societal Impact vs. Financial Return: A Case of “Either/Or” No More
Many investors who find impact investing potentially appealing have at the same time struggled with a notion that investing for the “greater good” will always be “concessionary,” that is, accompanied by some loss of financial performance.
Goals/Needs-Based Investing
4 Stages of the Lifecycle of Advice
While anticipating what the future of financial advising might look like can be helpful, it’s more important to be part of the catalyst driving the change by leveraging advanced technology to offer smarter, quicker, more tailored advice.