The 2018 mid-term elections were one of the most highly-anticipated mid-terms in recent history. As we digest the results and understand the new landscape, here are some initial thoughts on the potential impacts to the markets.

Going into yesterday’s midterm elections, our base case scenario was that Democrats would take the House while Republicans would retain the Senate. That has come to fruition, and has had an initially supportive effect on markets, with US stocks and bonds supported and the dollar weaker. 

Investor angst over the sustainability of earnings growth and the impact of trade tensions has pummeled equity markets. The U.S. midterm elections and their aftermath represent another catalyst that should be on investors’ radar, we believe.

Does the stock market still have more to give? Geopolitical concerns are undeniable. Many equity market valuations appear to be expensive. Despite those truths, our manager research team has found that equity managers are generally bullish.

Despite recent volatility, the technology sector has meaningfully outperformed the market in 2018. Investors are now wondering whether the gains can continue. We discuss why technology stocks have the potential to withstand near-term volatility and deliver long-term returns.

Even though we all know market fluctuations are a normal part of equity investing, large market declines are scary to most investors because they often happen rapidly and feel random.

Using stories to simplify industry jargon and explain market conditions may help make your client meetings more engaging and more memorable.

Are you establishing the right relationships and Center of Influence (COI) partnerships as a way to help deliver a higher standard of service to your clients? These tactics may help.

We have no idea what will happen today, very little notion of what next week holds, a slight inkling as to potential one-year returns but could take a pretty solid stab at 30 years from now.

For the second time in two weeks, global markets suffered a significant drop. Why? And what could come next?

Things have a tendency to get a little bit scary around this time of year — and I’m not just talking about the little ghosts, goblins and ghouls knocking on your door Halloween night. I’m talking about what happens to your wallet.

As you make your fall push before year-end, remind yourself and your team: It takes a strategic plan, training, persistence and grit to reach the finish line.

The key question on investors’ minds is: Is this over? Or will stocks lose more ground? Before we can gauge the likelihood of this sell-off continuing, we must understand its origins.

Perhaps more than any other sport, baseball is famous for statistical analysis, and there are seemingly endless ways to evaluate every player. Similarly, there are many ways to evaluate stocks, and different portfolio managers assemble their “teams” using a variety of methods.

Recessions are usually triggered by events that are largely unpredictable in advance. A careful review of the evidence shows that the onset of the next recession cannot be predicted by how long the current expansion has lasted.

On Wednesday, US stocks fell dramatically, with the Dow Jones Industrial Average falling more than 800 points. The rout was led by technology stocks, with the NASDAQ Composite Index down 316 points, but all sectors experienced losses.

Should investors be overweight to both growth and value? Is it even possible? The stock market is at an interesting point today, currently enjoying one of its longest expansions on record. As history has all-too well demonstrated, though, the good times won’t last forever. 

Read the Q4 Outlook Implementation Guide and learn how to turn insight into investable actions with a focus on ETFs.

Helping investors reach their goals by focusing on outcomes, we believe, is the only measurement of success.

There is evidence that stock picking works in certain markets while not in others. Learn the relevant metrics and how paying attention to them could improve portfolio results.

The value of the U.S. dollar has climbed since April, and its rise has been one of the biggest drivers of asset performance in 2018. The stronger dollar is both a consequence of, and catalyst for, tighter financial conditions.

Social media isn’t just for the millennial crowd and for sharing beach pics. It’s a way to engage with clients, increase your brand awareness, and build your network.

Learn why the U.S. financial sector may be poised for growth in 2018.

Parents — your kids may have headed back to school, but before you know it, they’ll be heading off to college. Fittingly, September is National College Savings Month, so let’s talk strategy.

Capital gain distributions are something that investors often don’t pay attention to until late in the fourth quarter. But several events are coming together to make the tracking and monitoring of capital gain distributions a year-round exercise.