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Policy and Regulatory Commentary
Washington Update: Everything You Always Wanted to Know About Gerrymandering But Were Too Afraid to Ask
This piece is approved to use with clients.
The U.S. Supreme Court issued a flurry of decisions last week as it closed its 2018-2019 session. While its ruling rejecting the Trump administration’s rationale for a U.S. Census citizenship question will have important repercussions for representation across the U.S., another case also could impact the partisan balance in the lower chamber of Congress … unless voters in a handful of states get a say about it.
Behavioral Finance
B is for behavioral mistakes—Preventing them may be your greatest value
In this post, we’ll tackle the behavioral mistakes that investors typically make.
Policy and Regulatory Commentary
Washington Update: Fed Bashing - A White House Tradition
This piece is approved to use with clients.
James Carville, a strategist to then-Gov. Bill Clinton’s insurgent 1992 campaign for the presidency, famously – and succinctly – captured the essence of the race for the White House with the phrase “it’s the economy, stupid.” As we begin the march towards the twenty-eighth anniversary of President Clinton’s defeat of President George H.W. Bush, Carville’s truism still holds.
Goals/Needs-Based Investing
The Power of Women: How to reach your financial success
This piece is approved to use with clients.
While many women are incredibly on top of their finances, others feel less confident. Today we’ll spend some time talking about the questions we frequently hear from women, ask you to reflect on your personal situation and hope that you come away from our time together with an even clearer view of your financial future and your path to deeper engagement.
Leveraging Technology & Data
Advisor Summit 2019 Session Preview: Better Client Outcomes Start with a 360 Degree View
Watch the overview of this session from the Envestnet Advisor Summit 2019.
Goals/Needs-Based Investing
A Close Look At the Value of your Financial Advisor
This piece is approved to use with clients.
Envestnet outlines three key reasons why investors who work with professional financial advisors can increase the probability of achieving their goals more than do-it-yourself investors.
Leveraging Technology & Data
Benefits of Account Aggregation for Today’s Advisor
The growth of fee-based advice has led to a more holistic approach of consulting with today’s individual investor. Because of the efficiency and improved outcome of the
approach, holistic offerings as well as the use of goal-focused service is here to stay and the centerpiece that drives the approach is account aggregation.