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Client Life Events
Estate Planning
This piece is approved to use with clients.
Watch and learn what’s included in an estate plan and the steps you can take to create one so your wishes are carried out the way you choose.
Market Outlooks
Economic and Commercial Real Estate Outlook: Bracing for Uncertain Times
This piece is approved to use with clients.
Global economic outlook now fraught with risks.
Market Outlooks
10 Charts to Explain Today's Market
This piece is approved to use with clients.
To support client conversations on the challenging investment environment, we provide slides to help offer perspective on volatility, global challenges, and more.
Market Outlooks
The 2022 Selloff: What, Why, and Where We Stand
This piece is approved to use with clients.
Our principles: stay true to the process; recognize uncertainty for what it is; remain focused on fundamentals; and utilize periods of uncertainty to consider implications for portfolio positioning.
Market Outlooks
FAQ: What Does Russia’s Invasion of Ukraine Mean for the Market?
This piece is approved to use with clients.
Mounting tensions between Russia and Ukraine resulted in a Russian invasion into Ukraine sovereign territory in February. We continue to monitor events and their impact on asset classes closely. As our conditions and our views evolve, we offer our perspective on the market’s response.
Macroeconomic & Geopolitical
What are the Secondary Effects of the War? The Dreaded “Triple R”
This piece is approved to use with clients.
Fears of the dreaded “triple R” are growing—encompassing a recession, rising rates, and a loss in real household incomes. It is a dangerous time for investors, especially for those that draw a straight line from economic events to portfolio changes. We must be intentional and focused on our goals, including understanding what was already priced in and managing any risks to our convictions.