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Business Development
Why Women Are Critical to the Future of Your Business
Despite controlling a significant portion of personal wealth in the U.S., women are often left out of long-term financial planning conversations. Retirement Director Sara Tegethoff Lowery discusses how the industry has long demonstrated bias against female investors and explains why it’s so critical for financial professionals to build relationships with this segment of their client base.
Fixed Income Insights
Save Should Not Mean Sacrifice
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Portfolio Manager Nick Maroutsos believes that capital preservation and attractive risk-adjusted returns are not mutually exclusive despite zero-interest rate policy across much of the developed world.
Client Experience
What Your Clients Need Now
Optimism is in the air this spring as we look forward to the prospect of returning to the activities we enjoyed pre-pandemic.
Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
Market Outlooks
Accelerating Growth for 2021?
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Portfolio Manager Nick Schommer discusses his outlook for an accelerating and broadening economic recovery in 2021.
Market Outlooks
Nobody Likes to Pay More for Stuff. So Why Does The Fed?
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Given the shutting down of the economy last year, and the subsequent collapse in demand and prices, the year-on-year comparisons into 2021 pretty much guaranteed a dramatic jump in prices as the economy reopened; stressed supply chains are adding to inflationary pressures.
Market Outlooks
Weekly Market Compass: Sometimes good economic news isn’t good for stocks. Here’s why we’re seeing such a moment right now.
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Well, last week was a real “meh” moment for markets as US stocks shrugged off the news of strong earnings. Certain high-profile companies reported strong results, and 86% of S&P 500 Index companies have beaten market expectations so far, with 60% of the index’s companies reporting.