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Portfolio Construction Insights
[Presentation] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
2020 has been an unprecedented and emotionally-charged ride—the most difficult for advisors in over a decade.
Fixed Income Insights
November 2020 Fixed Income Market Update
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In our view, while elections have consequences, the consequences are rarely as stark or as predictable as prognosticators suggest.
Client Relationships
Help needed: Hiring an executive assistant
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Many of you have succeeded in your practice by wearing multiple hats. But playing the part of CEO, CMO, COO and advisor all at the same time can be exhausting. That’s where an executive assistant, or EA for short, can come in to provide you with better leverage for your time and results for your business. Blake Stratton joins the podcast to share behind-the-scenes insights into how to hire, work with and delegate to a world-class executive assistant. You may think you can’t afford to hire, but you might learn you can’t afford not to hire an EA for you and your practice.
Fixed Income Insights
October Fixed Income Market Update
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In our view, while economic data has been generally improving, higher frequency data such as elevated jobless claims and small business employment highlight the risk that the recovery could stall absent additional fiscal stimulus. Given tensions and political posturing entering the last stages of election season, short-term we believe risk premiums should be higher on the margin until resolution of the election.
Business Development
Embracing a virtual CIO strategy
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When it comes to building referral networks, a digital-friendly approach is now table stakes for Advisors seeking to grow their business. For a deeper look, Ben Jones, host of BMO’s Better Conversations, Better Outcomes podcast, offers timely advice and actionable tips to bring your Centres of Influence (COI) strategy to life.
Client Relationships
Five steps to effective communication
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Whether speaking at an event, in a group, or a one-on-one with a client, communicate effectively is a critical part of your role as a financial advisor. This has become an even more pronounced with the COVID-19 pandemic, as many of these conversations have moved into the digital realm.
Fixed Income Insights
Fed Moves to Average Inflation Targeting
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Fed policymakers will not tighten monetary policy until inflation remains above 2% and job gains are robust.
Fixed Income Insights
Interest rates: Lower for longer...or forever?
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On September 16, 2020, the U.S. Federal Reserve (Fed) left interest rates near zero and signaled that it expects to hold them there through at least 2023, adding outcome based guidance. The statement follows the new long-term policy framework announced by Chair Jay Powell in August at the Federal Reserve Bank of Kansas City’s annual Jackson Hole conference. The Fed notes that rates will remain near zero “until labor market conditions have reached levels consistent with the Committee’s assessments of maximum employment and inflation has risen to 2 percent and is on track to moderately exceed 2 percent for some time.” We didn’t get a precise definition of what a moderate overshoot would look like, allowing the Fed to retain some flexibility.
Client Relationships
Navigating family dynamics: Multigenerational wealth
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Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair. Courtney Pullen joins the podcast to provide actionable advice to help you navigate the challenges of multigenerational wealth, including why his background in psychology has helped him find success in this area of wealth management.
Fixed Income Insights
Fixed Income Market Update - September 2020
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In our view, in a landscape of improved risk sentiment and strong demand for yield, U.S. corporates appear attractive even noting the recompression of spreads since the first quarter. While corporates have retraced a significant portion of their year to date widening, other sectors and asset classes have gone further, leaving corporates relatively well positioned.
Fixed Income Insights
Attractive Yields, Slowing Bank Loan Downgrades Support CLOs
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Lower CLO issuance and slowing loan downgrades, along with some attractive yields, have produced value in certain CLOs.