Charitable Tax Planning Opportunity: Donate Appreciated Stock to Charity
The Philly Fed ADS Business Conditions Index Update
Kansas City Fed Survey: Activity Strength Continues, Expected Activity Highest Ever
February New Home Sales Up 6.1% MoM, Beats Forecast
Weekly Unemployment Claims: Up 15K from Last Week, Annual Revisions
Treasury Snapshot: Yields Down Since Rate Hike
Weekly Heating Oil Prices: Down Two Cents
Existing-Home Sales Drop in February
FHFA House Price Index Flat in January
S&P 500 Snapshot: Biggest Loss in Five Months
Update: A Closer Look at the Cost of Education
Do I Need a Succession Plan if I Will Never Retire?
I don’t see myself retiring. I have two children in their mid 20s. They could take over my firm if need be. I resent my team inferring that I don’t have a succession plan. Is there a polite way to tell them to back off?
Middle-Class Wage Stagnation Is a First-World Problem – The World is Getting Richer
A common lament during the presidential campaign was over middle-class income stagnation and the wealth of the top 1%. But are most people getting poorer while the rich get richer? In a sparkling – and delightfully short – new contribution to the econo-optimist genre, Johan Norberg, author of Progress: Ten Reasons to Look Forward to the Future, emphatically answers “no.”
Why it’s So Hard – and So Important – to Empathize with Prospects
The combination of high anxiety and a subconscious bias against taking affirmative action means you need to harness all the tools at your disposal to have a successful outcome with a prospect. The use of empathy is critical.
What’s the Difference between a TAMP and a Robo?
The Full Results from our Software Survey
Life – 2017 Edition
Seven Ways to Use Live Steaming
Less is More When Meeting with Prospects
(Mis)Defining Quality: Counting When It Cannot be Counted
Euro Area Political Risks Rise To The Fore
In 2017, the risks to the euro area stem from politics, not the economy.
The Case for Hedging Inflation: Reducing the Fear of Inflation with TIPS
Investors have used U.S. Treasury Inflation Protected Securities (TIPS) since 1997 to seek protection from the threat of inflation. However, attempting to target TIPS duration to match portfolio risk exposure can consume unanticipated time, effort, and fees. This white paper discusses two focused TIPS exchange traded fund strategies that seek near-constant duration exposures despite shifts in inflationary expectations and interest rates.
Outlook 2017: Faster Growth Likely as Recovery Accelerates
2016 was the year that the U.S. economy continued to normalize despite considerable turmoil, both political and economic. Now, as we look ahead to the new year under a newly elected president, what can we expect from the economy and market?
Down to Business: The Outlook for Stocks in the First 100 Days of the Trump Administration
President Trump’s campaign promises may have important implications for the economy and the stock market. In this Q&A, our U.S. equity investment professionals discuss how the first 100 days of the new administration may impact the market.