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Investing Ideas
Amid the bear market: 10 themes to consider
This piece is approved to use with clients.
U.S. stocks peaked on 19 February, then plummeted in the deepest and fastest decline to a bear market in history. Last week, prices rebounded sharply, as the S&P 500 Index experienced its largest weekly gain since 1938, up over 10%.1 At this point, we expect economic data will decline sharply, but we also think we’ve already seen the primary low for this
bear market. Clarity will take time to emerge, but we see opportunities
at depressed prices.
Investing Ideas
How You Can Employ a Deft Tax‑Efficient Strategy
This piece is approved to use with clients.
Investors may enhance their after-tax mutual fund returns by using asset location and tax-efficient investing strategies.
Business Development
Envestnet | PMC CIO Support and Investment Consulting Services
By combining PMC’s core competencies with Envestnet’s advanced platform technology, we offer a robust investment program vital to wealth management practices of varying sizes and stages of growth.
Regulatory Education
Thought Leadership Report: Enforcement and Litigation Risks
This article provides a high-level overview of how the SEC enforces the federal securities laws and the rules thereunder, and the enforcement and litigation risks presented by the rulemaking package.
Policy and Regulatory Commentary
Is this the new normal?
Pyrford International provide a snapshot of the UK economy as it inches closer to Brexit.
Client Relationships
The Generations Project: Strengthening Conversations
Our survey demonstrates the importance of having clear conversations with clients about goals for their finances and their families and thereby realizing Greater Possibilities Together.
Policy and Regulatory Commentary
Federated's Re-election Dashboard
A series of economic indicators that have historically been predictive of re-election results.
Regulatory Education
Thought Leadership Report: The New SEC Standards
This article provides a high-level summary of the rulemaking package and explores its implications for registered investment advisors and dual registrants.