Guest Contributor

With valuations back to pre-crisis levels, we believe that markets are currently underestimating the hurdles still ahead. #stockmarket

Investors often utilize the market falls to clean up portfolios and move toward the more tax-efficient cost wrapper: the ETF #investing #finance

It’s particularly important for unmarried couples­ to organize their assets strategically via the estate-planning process. #insurance #ILIT

In recent years, the areas that lie just outside of major U.S. cities have seen accelerated growth, shifting the commercial real estate landscape.

Five steps advisors can take to enhance their day-to-day client management and their overall health and well-being. #financialadvisors

Progress towards digitalization of the financial services world has been made largely due to fear of competition. #financialadvisors #digital

Any investor with an interest in owning sustainable businesses must recognise that company boards have broader responsibilities. #ESG

Transport stocks should still anticipate a bottoming of economic activity by outperforming the broad market. #stockmarket #financialadvisors

Why an would investor want to invest in listed infrastructure, in the context of today’s environment. #alternatives #realestate

Investors should take a closer look at climate change and other issues critical to the future of the planet when making investment decisions.

A new way of thinking about how much money you'll need in retirement. #retirement #financialasdvisors #money

Innovation growth companies in industries such as biotechnology and e-commerce have been outpacing the broad market. #investing

Four years from now the economy will most likely recover to the same level of activity that it was in January. #economy #investing

Talk to your financial advisor about options for long-term care coverage and tax implications to determine which solution best suits your needs.

We expect meaningful cross-sectional variation in both sovereign and corporate credit risk and, as a result, dispersion in asset returns.

We expect the multi-decade trend of offshoring to reverse as companies become increasingly concerned about supply chain integrity. #ETFs

These examples of technology are innovative ways that can make many common day-to-day activities easier. #technology #personal

Effectively managing future risks and opportunities empowers companies, offering downside protection and creating future stakeholder value. #ESG 

Our point is not to denigrate active management. But building portfolios is about seeking higher risk-adjusted returns at a lower cost.

The cyclicality of real estate creates opportunities for well-informed investors. #financialadvisors #alternatives #investing

Investors are hungry for both information about sustainable investing as well as investment options that reflect their personal preferences #ESG

It’s important to know the pros and cons of annuities before deciding whether they make sense for your situation. #annuities #financialadvisors

Let’s continue to highlight companies that are doing all they can to continue to follow ESG policies. #investing #ESG #financialadvisors

Education technology (EdTech) is one of the few industries experiencing a sharp upward demand, reinforcing its potential for profitability.

A well-diversified global equity index was historically less volatile and would have avoided the worst drawdowns. #stockmarket

This market profile outlines the key things you need to know about millennials in your local communities. #financialadvisors

The Dow Jones Industrial Average is not reality. Reality is not price-to-earnings ratios and technical market studies. #financialadvisors

While there will always be some active mutual fund managers now is a good time to explore how ETFs can upgrade some of your positions.

There are a few ways of thinking about how you spend money together while in a relationship. #financialadvisor #finance

This is actually the most important time as a Financial Advisor to show clients why they made a good decision to hire you.

For high net worth investors, the secondary private equity market offers several potential unique portfolio benefits. #financialadvisors

Investors in these five sectors should consider whether financial markets are pricing in policy solutions fast enough regarding climate change.

Creating a retirement income plan can help you define your withdrawal strategy. #retirement #investing #financialadvisors

A one-month tranche can be interpreted as, “we want a one-month holding period but we want to diversify our rebalance timing luck.”

If this month's rent or mortgage payment hurt a little more than usual, you aren't alone. Small businesses are struggling. #economy

We are seeing new opportunities across a range of industries, especially in the technology, health-care, and consumer segments of the market.

We have built a part of the portfolio with companies which could rip higher as the economy re-emerges and consumers. #stockmarket

Best Interest, rules and guidance will govern financial professionals’ behavior and also adjust retirement savers’ expectations.

The stark reality is that a crisis as significant as Covid-19 will have a material effect on economic activity and financial wealth. #fixedincome

History reminds us that being in the markets for the best days, and even adding to portfolios following the worst days, has been the better approach.

Coupled with the right economic stimulus packages we may be able to lay the building blocks for a sustainable future. #economy

US stocks could see a decent pullback here, but a retest of the March 23rd low seems unlikely. #stockmarket #financialadvisors

Six behavioural constraints impairing institutional money managers’ execution of a sound long term investment programme. #investing

Implementing technology for business optimization can save you money by boosting productivity as well as protecting you from top cybersecurity threats

As investors look to select the appropriate strategy and manager to take advantage of the current dislocations in the fixed income markets.

The most successful and high performing individuals have honed in and perfected their core skill. #sales #performance #success

A big challenge facing the housing industry is determining what impact the current pandemic may have on home values. #realestate #value

It is questionable whether investors are truly aware of the magnitude of the risks embedded in traditional investment-grade bonds. #fixedincome

Employing a content marketing strategy is the most effective and easy to increase conversions that there is. #contentmarketing #business

As the equity market performance shifted in the first quarter of 2020, the shift in asset allocation across 401(k) plans is reflected.