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      report by BMO Global Asset Management
      This piece is approved to use with clients.

      BMO Market Charts: February 17, 2021

      Feb 17, 2021
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      Weekly Market Snapshot: February 12, 2021

      Feb 17, 2021
      article by Barings
      This piece is approved to use with clients.

      Weekly Macro Update: A Pessimist's Guide to the Rest of the Year

      Mar 04, 2021
      article by Invesco
      This piece is approved to use with clients.

      Weekly Market Compass: As Israel leads the way in COVID-19 vaccinations, events such as concerts and theater performances return after an 11-month ban

      Mar 04, 2021
      report by Nuveen
      This piece is approved to use with clients.

      Weekly Investment Commentary: Inflation fears weaken investor sentiment

      Mar 03, 2021
      video by AAM
      This piece is approved to use with clients.

      AAM Viewpoints: Buying Low and Selling High is Preferred

      Mar 03, 2021
      report by BlackRock
      This piece is approved to use with clients.

      Global Weekly Commentary: Climate transition: a driver of returns

      Mar 03, 2021
      video by Russell Investments
      This piece is approved to use with clients.

      Market Week in Review: As U.S. bond yields rise, are inflation worries justified?

      Mar 03, 2021
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      BMO Market Charts: March 03, 2021

      Mar 03, 2021
      report by BMO Global Asset Management
      This piece is approved to use with clients.

      Weekly Market Snapshot: February 26, 2021

      Mar 03, 2021
      report by T. Rowe Price

      PULSe Indicator: Pandemic Factor Rises to Crisis Levels

      Mar 01, 2021
      a check engine light on
      article by T. Rowe Price

      The “In-Between,” the “New Normal,” and What’s Next…

      Mar 01, 2021
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      Policy and Regulatory Commentary

      Women’s History Month and the March Towards Political Parity

      article by Envestnet

      In celebration of Women's History Month, we take a look at the rising women in politics. This year has been monumental for women in power and the women of history who paved the way. 

      Mar 03, 2021
      Policy and Regulatory Commentary

      A Stronger CFPB Is Soon Likely

      article by Envestnet

      The U.S. Senate Banking Committee will hold a hearing next week to consider the nomination of Rohit Chopra, President Joe Biden’s choice to lead the Consumer Financial Protection Bureau (CFPB)

      Feb 24, 2021
      Retirement

      Income Comparison: Two Approaches for Retirement

      report by Morningstar Managed Portfolios

      Retirees have different needs from their portfolios, so you might expect a portfolio’s investment strategy to be aligned with those needs. Although the income approach isn’t always preferred, new research shows it can be a viable alternative to a total return approach.

      Feb 04, 2021
      Retirement

      A New Way to Calculate Retirement Health Care Costs

      article by T. Rowe Price

      We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.

      Feb 01, 2021
      Policy and Regulatory Commentary

      Assembling a Cabinet

      article by Envestnet

      One week after his inauguration as the 46th President of the United States, the Senate has confirmed four of Joe Biden’s cabinet picks.

      Jan 27, 2021
      Policy and Regulatory Commentary

      The First Twenty Four Hours (Or So)

      article by Envestnet

      In just a few hours, Joe Biden will become the president of the United States. Today’s inauguration ceremony will not look like ceremonies past, though the day did begin with President-elect Biden attending church services, a tradition carried out by many previous presidents. 

      Jan 20, 2021
      Policy and Regulatory Commentary

      Both Parties Have Issues With Section 230

      article by Envestnet

      Earlier this week, YouTube announced that it will prevent video uploads to President Donald Trump’s account for at least one week. In so doing, YouTube joined other social media companies, including Facebook and Twitter, in restricting the President’s access to its platform, citing as its rationale concerns about new sparks of violence in the run-up to the presidential inauguration.

      Jan 13, 2021
      Policy and Regulatory Commentary

      “It Is Over”

      article by Envestnet

      In a blog post last September discussing the Electoral College, we reminded readers that, when election results are read aloud during a joint session of Congress, lawmakers are able to “object to the returns from any individual state as they are announced.”

      Jan 05, 2021
      Policy and Regulatory Commentary

      Out With The Old Congress, In with the New

      article by Envestnet

      Having potentially overridden President Donald Trump’s veto of the National Defense Authorization Act (the House did so last night; the Senate is likely to follow suit in the days ahead), and with President Trump signing the COVID relief and omnibus spending bill into law on Sunday evening – five days after releasing a video in which he threatened to pocket veto the bill – the 116th Congress is now almost officially in the books.

      Dec 29, 2020
      Policy and Regulatory Commentary

      Working on “Political Time”

      article by Envestnet

      As all of Washington – and, in fact, the United States – awaits news from the Capitol confirming that leaders in Congress have formally reached an agreement on another COVID relief bill, an infuriating truth is once again resurfaced.

      Dec 16, 2020
      Policy and Regulatory Commentary

      A Team of Rivals? No

      article by Envestnet

      “To me it appears evident that an executive ministry composed of men with the qualifications I have described would speedily restore the credit of government abroad and at home, would induce our allies to greater exertions in our behalf, would inspire confidence in monied men in Europe as well as in America to lend us ⟨those⟩ sums of which it may be demonstrated we ⟨stand⟩ in need from the disproportion of our national wealth to the expenses of the War.”

      Dec 09, 2020
      Policy and Regulatory Commentary

      Congress’ Cup Runeth Over

      article by Envestnet

      Last week, we discussed midnight regulations – last-minute rulemakings rushed through federal agencies by departing presidents in the twilights of their terms.

      Dec 02, 2020
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