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Investors may prefer speed, but in a market as inefficient as the municipal bond market, it may not be in their best interests to rush the investment process. Data indicates that the cost of a
It’s common for investors to find themselves holding a concentrated single-stock exposure. But holding onto it is risky and may put your long-term financial goals in jeopardy. Investors can
This edition of Economic Currents takes a closer look at what the COVID Delta variant means going forward. The variant is expected to dampen, but not derail, the recovery in the U.S. However, if
From the tax-aware to the tax-focused investment manager, it is clear that there is no one-size-fits-all solution to most investors’ circumstances. But after decluttering and tidying the tax
Never have there been such interest in all things ESG. The pandemic hit a reset button and prompted people to focus on what they see as most important, especially climate change and diversity and
In today’s investment environment, family offices require full investment capabilities to achieve the returns required by wealth owners. As there are many non-investment activities happening in
The reopening economy hasn’t come without drawbacks—but compared with last year’s headaches, bond investors can expect a much less dramatic second half of 2021.
With an ever-growing number of investors looking to incorporate their environmental, social, and governance (ESG) principles into their portfolios, responsible investing is no longer a niche
Going from rising stars to fallen angels, a record number of corporate bonds were downgraded to high-yield status in 2020. Against a backdrop of economic expansion and the credit markets entering a
Liesel Pritzker Simmons, principal and co-founder of Blue Haven Initiative, and her mom Irene Pritzker, president of the IDP Foundation, have built innovative family philanthropy efforts. In this