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Policy and Regulatory Commentary
70 Days to Fund the Largest Government in the World
As we noted last week, the end of the federal government’s fiscal year is September 30—just 70 days away.
Behavioral Finance
Behavioral Lessons in Difficult Times
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Even in the best of times, investing can be challenging. Ryan Murphy, Morningstar Investment Management head of Decision Sciences, discusses how, in difficult times, it can be helpful for investors to take pause.
Behavioral Finance
How Can Investors Make Better Decisions Under Stress?
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Market dips and dives can feel like punches at times, and all investors need to balance emotions like fear and regret with decision-making. Hear insights on what investors can do for themselves to avoid decision pitfalls.
Policy and Regulatory Commentary
The Bare Minimum: What Congress Actually HAS To Do This Year
Members of Congress are have been back in their home states and districts for the last two weeks and won’t return to Washington until July 20.
Policy and Regulatory Commentary
Fiscal policy matters
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Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely
Behavioral Finance
How to Address Recency Bias with Clients
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Behavioral Finance – Actionable Insights for advisors to help investors battle biases, avoid chasing returns, buying yesterday’s winners, and extrapolating a string of short-term wins indefinitely into the future
Policy and Regulatory Commentary
Higher Tax Rates Expected in Biden Administration
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A Biden administration is expected to propose higher tax rates to finance various domestic programs.
Policy and Regulatory Commentary
Historic Shortfalls for State Budgets
If you thought a socially distant Independence Day was last week’s most significant event, think again.