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Policy and Regulatory Commentary
With More Stimulus on the Horizon, Fed Expects a Strong Recovery in 2021
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The Federal Reserve in March raised its forecasts for GDP growth, inflation and employment, based on the $1.9 trillion in new stimulus signed into law and an accelerated vaccine rollout.
Policy and Regulatory Commentary
The rotation in stocks may not be over
Small caps, value, and non-US stocks may continue to benefit from Fed policy.
Policy and Regulatory Commentary
Pumpkin spice popcorn ... m'm, m'm, m'm
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The race could tighten but whatever happens, the market should be fine.
Policy and Regulatory Commentary
Looking forward
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The Fed sharpens its new policy framework with strong forward guidance.
Policy and Regulatory Commentary
Is there a limit to government spending?
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A growing federal deficit could be concerning if inflation starts to heat up.
Policy and Regulatory Commentary
6 reasons yields may stay range-bound
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It starts with the Fed.
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
Client Experience
Special Covid-19 Series: Ways for Advisors to Manage and Inspire Newly Remote Teams –– With Kelli Cruz
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Could you use some tried-and-true advice to help your team adapt to remote work? In this episode, Kelli Cruz of Cruz Consulting Group discusses how to engage, manage, and inspire your team while working remotely and how to set up your advisory practice for growth that can continue outside of the COVID-19 crisis.
Client Experience
Ep 20: Coaching Clients In Volatile Times –– With Morningstar’s Dr. Sarah Newcomb
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How should you advise clients who are going into a fight, flight, or freeze response to the market volatility? In this episode, Laura Gregg and David Partain are joined by Dr. Sarah Newcomb, director of behavioral science at Morningstar and talk about productive client conversations.
Client Experience
Ep 21: Strategies for Advancing Racial Equity and Diversity - With Connie Lindsey
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The worldwide protests calling for racial justice and equity have been a wake-up call for us all and the lack of diversity in the wealth management space has been noted for years. In this episode, Connie Lindsey, Head of Corporate Social Responsibility and Global Diversity, Equity, and Inclusion for Northern Trust talks about the importance of better educating people on the important difference between equality and equity and what leaders can do to provide support and drive change.
Client Experience
Ep 17: How to Manage Your PR and Client Communications in Times of Crisis - With Mark LaVoie
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Do you know how to show your clients that you’re present and at their service? Do you know how to approach questions about portfolio performance right now? In this episode Mark LaVoie, Vice President at Prosek Partners, discusses communication strategies for advisors to adopt during the pandemic. Mark shares which conversations to have –– and not have –– with clients right now along with ways to use email, video, and social media.
Client Experience
Ep. 22: Partnering with Community Foundations to Strengthen Client Relationships In Uncertain Times - Elena
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In this episode, Elena Pullen-Venema, the Director of Gift Planning at the Community Foundation of Snohomish County (Greater Seattle Area) explains the foundation’s growing commitment to Racial Equity and how grants during the Coronavirus pandemic are being focused on supporting communities of color. She also describes how some foundations are partnering with advisors as they continue to manage clients’ charitable investments.