Schwab Market Perspective: Shifting Sentiment?
Value Update: Where Is the Next Pocket of Opportunity?
ECRI Weekly Leading Index: WLI YoY Lowest Since August 2016
RecessionAlert Weekly Leading Index Update
May New Home Sales Beat Expectations
S&P 500 Snapshot: Third Consecutive Daily Loss
May Real Median Household Income Little Changed from April, Last Report
Kansas City Fed Survey: Faster Growth in June
Conference Board Leading Economic Index: Continued Growth in May
FHFA House Price Index: Another Post-Recession High
Weekly Unemployment Claims: Up 3K, Slightly Worse Than Forecast
The Q Ratio and Market Valuation: Z.1 Update
How Trump’s Tax Policies Will Affect Subchapter S Corporations
Many wealthy clients, especially owners of closely-held firms, have interests in subchapter-S corporations. The tax policies proposed by the Trump administration will have a significant impact on them, according to Toni Nitti.
My Firm Lacks Leadership
I work for a large organization that has very poor leadership. We lack direction, communication and motivation from the very top down to the level of my manager.
You Might be a Robo-Advisor If…
In a nod to comedian Jeff Foxworthy’s signature “You might be a redneck” shtick, the following parody offers real-life examples of why, contrary to popular perception, talented, experienced financial advisors have absolutely nothing to fear from the invading robot army:
Running an Advisory Firm is Like Writing a Novel
The Fog of Markets
A Few Simple Rules for Money Managers
What Do We Know about Investor Irrationality?
How to Engage A Large Audience
Pershing INSITE: Three Views on Alternative Funds
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.
Factors boosting the near-term market outlook
Commonwealth’s chief investment officer, Brad McMillan, sees reason for investors to feel bullish, including strong consumer confidence, steady gross domestic product growth, and increased business spending. Prepare your clients for what’s to come with his independent insights in this free article, Not a Bad Place to Be: Market and Economic Forecast for the Second Half of 2017.
Sector Performance During the Summer Months
Portfolio Manager Viewpoint - Credit Markets
The post-U.S. presidential election environment has seen a sharp rally in risk assets and economic optimism. In this note, David Weismiller, portfolio manager for Pacific Asset Management’s investment-grade bond strategies, discusses the market environment and current investment positioning.