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Client Relationships
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Policy and Regulatory Commentary
Business Liability Protection: The Red Line for the Next COVID-19 Relief Package
“We have to get our country open,” President Donald Trump said on Tuesday.
Regulatory Education
Switching hats in a post-regulation best interest world
With the adoption of Regulation Best Interest (Reg BI), the US Securities and Exchange Commission (SEC) is imposing an enhanced standard of conduct on broker-dealers and their associated persons when making recommendations to retail customers.
Behavioral Finance
Behavioral Advisor Perspectives and Practices: Practical Planning Is Your Compass
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The next several weeks are going to be challenging for advisors and investors. The reality of the scope and severity of the pandemic along with the associated economic and market damage will hit home raising fear levels to new highs. In these times, it will be hard not to overreact, panic or lose hope. Strong emotions and behavioral biases including, anchoring, loss aversion, cascading and availability bias can cloud our thinking and lead to poor decision making. Engaging in realistic and practical planning discussions along with relevant behavioral coaching can provide essential support during these challenging times.
Behavioral Finance
Behavioral Advisor Perspectives and Practices: Responding vs. Reacting
Beneficial long-term decisions often feel counter-intuitive at the time, but don’t underestimate the value of a steady hand when things seem the most grim.
Policy and Regulatory Commentary
Economic Indicators Suggest President Trump's Reelection
This piece is approved to use with clients.
In testimony on Capitol Hill this week, Federal Reserve Chair Jerome Powell repeatedly praised the strength of the U.S. economy across multiple indicators. He pointed to an historically-low unemployment rate, rising wages, and continual, moderate overall growth. Powell has a notably turbulent relationship with President Donald Trump, but his assessment should have been music to the ears of top White House and Trump campaign officials (even if the president could not help live-Tweeting his criticism of Powell’s testimony). The economy, after all, is historically perhaps the most reliable presidential election indicator.
Policy and Regulatory Commentary
The End of the Caucus?
So that didn’t go as planned. While politicos inside the Beltway and across the country were expecting to get our first real results in the Democratic presidential primary last night, problems with tallying the vote in Iowa have caused a significant delay in reporting the results. In a story posted yesterday, The Associated Press reported Iowa Democratic Party officials had promised that “an early issue with a mobile app designed to report results” would “not hinder the Iowa caucus process.”
Policy and Regulatory Commentary
Do Endorsements Matter? No … and Yes
Last year, we looked at how accurate polls going into the Iowa Caucus have been at predicting the eventual outcome of that state’s first-in-the-nation election. The conclusion, way back then, was that surveys conducted a few months out from voting have not historically been very good at telling us who was going to win.