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World Markets Update
Weekly Gasoline Price Update: Regular and Premium Up Three Cents
Gasoline Volume Sales and our Changing Culture
Existing-Home Sales: June Sales Slip
Treasury Snapshot: 10-Year Yield Down to 2.24%
ECRI Weekly Leading Index: "All Signs Point to a Cyclical Slowdown in Inflation"
S&P 500 Snapshot: Index Continues to Climb
Secular Trends in Residential Building Permits and Housing Starts
Conference Board Leading Economic Index: Continued Growth in June, All-Time High
Philly Fed Manufacturing Index: Positive but Weaker Growth in July
Articles
The Warren Buffett and Charlie Munger Show
Here are some of my takeaways from this year’s weekend in Omaha.
Date Your Way to More AUM
I tell clients the process of converting a prospect is akin to a first date. Here’s what I mean.
Stuck Without a Succession Plan
Things have been very difficult at our advisory firm since one of the partners announced his intention to retire. I’ve read a great deal about succession planning and I can honestly say, we don’t have one.
The Maladaptive, Irrational Super Sales Producer
What Investors Want Most in Investment Reporting
An Emotionally Intelligent CEO
How Conservative Should Investors Be Given Economic and Market Conditions?
What Drives Municipal Bond Yields?
Venerated Voices™ 2017 Q2 Rankings
White Papers
Agency MBS: Still Attractive for Now
The Fed is withdrawing from the MBS market, but we see a number of positives supporting agency MBS over the next 6 to 12 months.
Pacific Funds Perspectives Mid-Year Outlook
Uncertainty was a major theme in the first half of 2017, which had a pronounced impact on the financial markets. In times like these, it’s important to work with investment managers who are experienced at navigating these markets. Pacific FundsSM investment managers discuss insights, themes, and trends that may shape the market in the remainder of 2017.
Challenges in the ESG Environment
Responsible investing is a topic of increasing interest, particularly among certain profiles of investors. Yet, proposed legislative rollbacks on corporate governance and climate change have roused concerns about the impact on environmental, social and governance (ESG) investing.
We believe, however, that investors have many reasons to remain confident and, while it is always hard to predict how changes will ultimately play out, the future of ESG investing continues to look promising for investors. Our latest investment commentary explains why.
The remainder of the year may be one for the bulls
Rate hikes? Low inflation? Tax cuts? Commonwealth’s chief investment officer, Brad McMillan, examines the trends that may boost investor sentiment in the coming months. Download his free article, Not a Bad Place to Be: Market and Economic Forecast for the Second Half of 2017, and prepare your clients for the possibilities.
