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Sustainable Investing
Making an Impact with Your Investments
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What if you could control how your investment dollars are directed and support the values you cherish, be they respect for the environment, promoting diversity in the workplace, or improving the lives of others?
Market Outlooks
Strategas Insight: The "Earnings Recession" that Wasn't
Although nothing new, questions do persist about the long cycle’s durability. A cursory look at recent headlines from the financial press might leave one believing that the worst is upon (and even ahead), as opposed to behind us. However, these headlines diverge from the strength of the underlying economic data which suggest a slowing, but still growing economy.
Market Outlooks
Strategas Insight: Here’s to Ten More Years
Throughout the second half of last year, we highlighted a growing concern over the double-barreled risk of potential policy errors on both monetary and trade fronts. Indeed, data in 1Q2019 has softened.
Market Outlooks
Strategas Insight: Is the Long Cycle at a Crossroads?
Read the newest Strategas Insights for insight on earnings, data, macro, and other key factors affecting the US economy in the near term.
Behavioral Finance
Keeping Emotions in Check – A Historical Guide to Market Volatility
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One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.
Market Outlooks
Strategas Insight: 'Tis The Season
There is just something about the holidays. You know that time. You know that feeling. It can be restorative and enjoyable (even necessary) to purposefully turn from daily occupations—particularly if they involve navigating the current frustratingly volatile global markets—to spend time with family and friends in the celebration of health and good fortune.
Sustainable Investing
Jim Patrick on the Future of Impact
Jim Patrick provides his insights on the future of impact investing at the Envestnet Advisor Summit.
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.
Market Outlooks
The Envestnet Edge Video: February 2018
Zachary Karabell discusses the theory of home market bias and examine its place in a global economy with rising international markets.
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.