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Macroeconomic & Geopolitical
Immigrants key drivers of U.S. economy
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Create a safe, legal immigration framework for foreign workers.
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
Invest for The Decade, Not the Year
Sharing helpful data like decade-returns of the market can motivate investors to focus on the long-term and avoid costly behavioral mistakes.
Macroeconomic & Geopolitical
Locking in near-term profits
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Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.
Policy and Regulatory Commentary
COVID-19 Relief Packages Require Action
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What Plan Sponsors Need to Know About Changes to Their Retirement Plans and Paid Leave Programs.
Behavioral Finance
Behavioral Advisor Perspectives and Practices: Practical Planning Is Your Compass
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The next several weeks are going to be challenging for advisors and investors. The reality of the scope and severity of the pandemic along with the associated economic and market damage will hit home raising fear levels to new highs. In these times, it will be hard not to overreact, panic or lose hope. Strong emotions and behavioral biases including, anchoring, loss aversion, cascading and availability bias can cloud our thinking and lead to poor decision making. Engaging in realistic and practical planning discussions along with relevant behavioral coaching can provide essential support during these challenging times.
Behavioral Finance
Behavioral Advisor Perspectives and Practices: Responding vs. Reacting
Beneficial long-term decisions often feel counter-intuitive at the time, but don’t underestimate the value of a steady hand when things seem the most grim.
Human Capital
Rate Swings Needn't Rattle Dividend Investors
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Fluctuating rates may impact other forms of income but dividend payments aren't likely to be affected.
Client Relationships
Women and Investing: A look at this powerful and growing financial force
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Trends suggest the differences between how men and women invest can be advantageous. Studies have shown women take fewer investment risks than men and earn 12% higher returns on individual investments.
Behavioral Finance
How Long Can A Good Fund Look Bad?
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It’s only natural for someone invested in a poorly performing active equity mutual fund to wonder if it’s time to make a change. Should an investor sell a fund if it trails its benchmark for a year? Three years? Five years?
Policy and Regulatory Commentary
Federated's Re-election Dashboard
A series of economic indicators that have historically been predictive of re-election results.
Policy and Regulatory Commentary
Is 'Medicare for All' a panacea?
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Some argue a more moderate, incremental approach to fixing health care is better.