• Despite key uncertainties, markets demonstrated strong performance in the S&P 500 during the first three quarters of the year. Other asset classes joined in with positive performance, including small companies, international markets and real estate. Investors are confronting uncertainties that include geopolitical turmoil in the Middle East, a strong than expected labor market and the upcoming presidential election [...]

  • To confidently transition as an independent advisor, create a support system with integrated support and robust client support that aligns with your ultimate goals. Breaking free of the constraints in a captive environment facilitates an opportunity for [...]

  • Now that the Fed has lowered rates, positive market conditions may follow, based on past rate lowering cycles. In these cycles, investors and their advisors are likely to benefit through good conditions for stocks, bonds and diversified portfolios [...]

  • In a universe where asset classes that were once uncorrelated are now showing great correlation, investors and their advisors can leverage alternatives to potentially achieve diversification objectives. Alternatives come in many sizes and flavors [...]

  • Hovering over the market's outperformance year to date is economic uncertainty. Employment growth is falling, which leaves many investors and their advisors fearful of a hard rather than a soft economic landing. In this week's Dynamic Market Update, you'll gain insight into why a soft landing is likely and steps you can take to protect your portfolio from downside risk [...]

  • Although Modern Portfolio Theory posits that investors are inherently rational, the discipline of behavioral finance tells a different story of investor irrationality. This behavior has the potential to cost investors’ returns and may wreak havoc on their goals [...]