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Alternative Investments
What is a Hedged Equity?
This piece is approved to use with clients.
Simple, straight-forward explanation of a fast-growing sub-category of investment strategies.
Macroeconomic & Geopolitical
Redistricting and Retirements Will Send Shockwaves Through Washington
A few weeks ago, we discussed how several upcoming special elections will soon impact the margin of power Democrats currently hold in the U.S. House of Representatives.
Human Capital
Jamie Price: Life lessons, Leading with Technology, and His A-Ha Moment
In this episode, Jamie shares how he leverages his past experiences in leading Advisor Group today, the importance of embracing your inner creative and why he’s investing so much into top talent and technology to ensure his advisors are set up for success in the future.
Macroeconomic & Geopolitical
The Coming Infrastructure Package Could Have Significant Tax Implications
President Joe Biden has made it clear his next priority, after signing a $1.9 trillion COVID-19 relief bill into law last week, is a massive infrastructure package.
Alternative Investments
What is a Put Option?
This piece is approved to use with clients.
Simple, Straight Talk on Put Options.
Macroeconomic & Geopolitical
Will Minimum Wage Sink COVID Relief?
Next week could bring the first major test of the durability of Democrats’ advantage in Washington. A House of Representatives vote on President Joe Biden’s $1.9 trillion coronavirus spending package will indicate whether the party’s one-seat advantage in the Senate and its four-seat majority in the House is enough to get major legislation passed.
Macroeconomic & Geopolitical
An Explanation of Reconciliation
Right now, Democrats on various U.S. House and Senate committees are busy putting together their respective pieces of another COVID-19 spending relief package. The price tag for the legislation will be around $1.9 trillion – the amount President Joe Biden outlined when he took office last month.