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Policy and Regulatory Commentary
Behavioral Advisor: Your Investments are Non-Partisan
With the election year fury reaching its apex, it is easy to believe that political outcomes in November will have a significant impact on your investments.
Goals/Needs-Based Investing
Behavioral Advisor Perspectives and Practices for Uncharted Waters
This piece is approved to use with clients.
These are uncertain times. We work with great advisors that have shared their observations and resources with us and we thought you might find some of this helpful.
Goals/Needs-Based Investing
Behavioral Advisor: The Power of Planning
This piece is approved to use with clients.
Planning is a powerful tool to help investors succeed and achieve better outcomes. The table below highlights the benefits of planning taken from a study on retirement planning among Americans over age 50.
Manager & Investment Selection
Strategy Series: Strategy Preference Can Indicate Expected Stock Market Return
Rather surprisingly, the equity strategy framework can provide an estimate of current expected stock market returns. This is accomplished by measuring the recent investor response to each strategy, which, it turns out, captures the deep behavioral currents driving market returns. The resulting information is useful when managing equity market exposure.