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      article by Invesco
      This piece is approved to use with clients.

      Weekly Market Compass: I believe a robust, inclusive economic recovery is in the cards

      Jan 05, 2021
      report by BlackRock
      This piece is approved to use with clients.

      Global Weekly Commentary: Three investing lessons from 2020

      Jan 04, 2021
      video by Northern Trust Asset Management

      The Risk Report: Analysis Reveals 6 Common Drivers of Unexpected Results

      Jan 26, 2021
      article by Northern Trust Asset Management

      2021 Outlook and Forecasts Across the Investment Portfolio

      Jan 26, 2021
      video by Northern Trust Asset Management

      MarketScape: Europe - Two Steps Forward, One Step Back

      Jan 26, 2021
      report by Nuveen
      This piece is approved to use with clients.

      Bond markets finished the year with a strong tone

      Jan 26, 2021
      a bustling highway late at night.
      report by Envestnet | PMC

      PMC Weekly Market Brief - January 25, 2021

      Jan 25, 2021
      article by Northern Trust Asset Management
      This piece is approved to use with clients.

      Stocks Fall as Stimulus Plan Proposed, Investors Looking for Resilient Earnings

      Jan 26, 2021
      article by SSGA
      This piece is approved to use with clients.

      Uncommon Sense - Glimpse: A Sneak Peek at 2022’s Market Outlook

      Jan 20, 2021
      article by SSGA
      This piece is approved to use with clients.

      Charting the Market: A Boom/Bust Year for Active Management

      Jan 20, 2021
      report by Nuveen
      This piece is approved to use with clients.

      Weekly Investment Commentary: Lofty expectations lead to equity-market losses

      Jan 19, 2021
      article by AAM
      This piece is approved to use with clients.

      AAM Viewpoints: Equity market side effects of the covid-19 vaccine

      Jan 19, 2021
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      Behavioral Finance

      [Webinar Recording] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2

      video by Envestnet

      Behavioral finance principles can be applied to an Advisors practice to help clients remain invested and focused on the long-term, while avoiding behavioral mistakes that can destroy their wealth.  

      Dec 10, 2020
      Behavioral Finance

      [Webinar Recording] Be the Calm in the Storm with a Behavioral Practice Model

      video by Envestnet

      How can Advisors help clients navigate these challenging times, focus on goals, and find a level of calm in their financial life?

      Nov 19, 2020
      Behavioral Finance

      [Presentation Slides] Be the Calm in the Storm with a Behavioral Practice Model | Webinar 1

      presentation by Envestnet

      2020 has been an unprecedented and emotionally-charged ride — the most difficult for advisors in over a decade. Yet as the year ends, significant uncertainty lingers regarding the markets, the economy, and the election that continues to rattle investor nerves.

      Nov 18, 2020
      Behavioral Finance

      Trends in Advisor Behavior During Market Volatility - Week of 4/20/2020

      report by Envestnet

      While crisis-level activity has largely subsided, advisors remain very active relative to "normal" levels of activity we saw during the bull market run. 

      Apr 27, 2020
      Behavioral Finance

      Trends in Advisor Behavior During Marketing Volatility - Week of April 13

      report by Envestnet

      During these volatile market swings and stay at home orders for investors, advisors remain very active. Investing activity last week was still two times average transaction volume as compared to the past 18 months. While the equity markets showed strong performance last week, advisors remained in a neutral risk stance. Cash as a percentage of portfolio dropped to 5% from 6.2%, a nearly 20% drop in cash allocations. 

      Apr 21, 2020
      Behavioral Finance

      Trends in Advisor Behavior During Market Volatility - Week of April 6, 2020

      report by Envestnet

      Advisors are very slowly reducing cash levels. Their attitude toward risk is neutral, repeating last week's trend, in that both risky and non-risky assets saw nearly zero net flows. 

      Apr 16, 2020
      Behavioral Finance

      Trends in Advisor Behavior During Market Volatility - Week of March 30, 2020

      report by Envestnet

      Advisors remain very active making small changes to client portfolios, harvesting tax losses, and fine tuning risk tolerance, while generally keeping their clients invested to meet their objectives. 

      Apr 16, 2020
      Behavioral Finance

      Keeping Emotions in Check – A Historical Guide to Market Volatility

      presentation by Envestnet
      This piece is approved to use with clients.

      One of the biggest challenges in investing is to stay focused and on course. Investors must look at the markets from a historical perspective for broader context, and to better understand why it is important to stay the course during both calm and perilous markets.

       

      Jan 08, 2019

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