What will be relevant 100 years from now? Or even 10 years from now. With so much change in the world – environmental, political, social, technologi...
As wealth advisors, we are continually aiming to expand the opportunity set for clients, meaning finding and proposing investments that offer atypical...
With lower interest rates priced in, what else is driving the markets? By David Baker, Senior Director, Investment Strategy and Communications.
In the past two months, U.S. bonds have outperformed stocks. We discuss why and the implications.
Maybe you’re selling a share of a business, real estate, or about to receive an inheritance. Given the runup in asset prices – from stocks to real...
Yesterday was the last day of the Democratic National Convention in Chicago, and we are now just over 70 days away from the U.S. elections that will d...
Perspective is key during major market movements. And so we proactively communicate our thoughts to clients when those happen, especially if on the do...
Why we continue to recommend topping up bond exposures as the U.S. economy slows down. By David Baker, Senior Director, Investment Strategy and Commun...
The assets that appear most attractive to us on a risk-adjusted basis are those that help diversify the equity component of portfolios.
