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Five Decades of Middle-Class Wages: September 2017 Update
New Residential Building Permits: Up Again in September
New Residential Housing Starts Down in Again in September
The Big Four Economic Indicators: Industrial Production Up 0.3% in September
NAHB Housing Market Index: "Builder Confidence Rises Four Points in October"
Weekly Gasoline Price Update: Regular and Premium Down Two Cents
NAHB Housing Market Index: "Builder Confidence Rises Four Points in October"
Weekly Gasoline Price Update: Regular and Premium Down Two Cents
Articles
Should You Invest with the Fund Manager of the Year?
Morningstar’s Fund Manager of the Year is one of the most coveted awards in the mutual fund industry. Indeed, fund companies devote enormous resources to promoting award recipients. But should advisors invest their clients’ funds with those winners?
The S&P 500 versus Cash Decision
The Fed will enter uncharted waters as it begins to reduce its balance sheet, in addition to raising short-term interest rates. How should investors respond?
Equity Market Valuations: We Haven’t Been Here Before
Are high-quality businesses as overvalued as the broader markets and will that bode ill for our future investment returns?
How to Meet Really Rich People
Venerated Voices™ 2017 Q3 Rankings
The Perfect Prospect Meeting
Six Keys to a Great Presentation
5 considerations for choosing an investment beyond just cost
Why “either/or” is the wrong approach to active vs. passive
Why Successful Advisors are Exiting the Business
Beyond Better Sameness
When Partners Disagree
Videos
White Papers
Portfolio Manager Viewpoints
Given relative-value considerations and the potential for a return of volatility, bank loans may serve as a strong complement to other risk factors in an overall diversified portfolio. In this article, Pacific Funds portfolio managers, JP Leasure and Michael Marzouk, discuss the loan market, outlook, and portfolio strategy for the remainder of 2017.
Investment Outlook: October 2017
Eight years into its run, the global expansion looks poised to continue. What might this mean for asset markets?
Your Business, Your Way
Download our free side-by-side comparison of the five affiliation models that deliver what your business needs at every stage of its evolution. You’ll learn that however you serve your clients, Commonwealth delivers the infrastructure that has you covered.
