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Inflation is almost always a topic of discussion when thinking about and planning for the future. This paper explores the many factors that affect the inflation rate, whether an uptick in inflation
When an off-the-shelf solution doesn’t cut it, responsible investors can turn to customized separately managed accounts (SMAs) to build portfolios that align with their values, including
Investors shouldn't let taxes prevent them from choosing better investment options. Transitioning to a tax-managed SMA may help minimize upfront tax cost and provide opportunities over time to
Although the future is unpredictable, we do know that financial planning can allow families and their advisors to operate from a position of strength and resilience, no matter the changes that lie
COVID-19 is exacerbating ongoing geopolitical and societal challenges, and the existential crisis of climate change looms large. In this 16th edition of the Global Risks Report, it highlights the
The tech industry was undergoing a period of introspection even before the COVID-19 pandemic began. While the crisis spotlighted the importance of the tech industry and existing technology, the
Few investor concerns are as fundamental as portfolio performance. How to evaluate it is one of the most common questions posed by private wealth clients. It starts with the benchmarking process
Custom separately managed accounts (SMAs) may seem to many like the newest in the line of innovations in the investment industry. However, the benefits of portfolio customization go far beyond
Municipal bond investors may be concerned that periods of economic stress could result in states defaulting on their debt. This fear can be exacerbated by political rhetoric, by inflammatory
Based on a 10-year investment time horizon and the impact of COVID-19, the overall results of the 2021 capital market return assumptions are mixed for approximately 50 asset classes around the world