Highlights

stormy seas
BLOG:
From Market Calm to Uncharted Territory

It’s a new investment world in 2018. Out of the gate, in January we saw equity indexes rising at an unprecedented pace only to be followed by very rough seas, where equities were lifted and then pushed down in rapid succession. This year has brought a stark and clear change in risk along with a more muddled outlook for the direction of both equity and bond markets.

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THOUGHT LEADERSHIP:
Are There Blind Spots in Your Clients’ Portfolios?

Retail investors want three things: asset growth, liquidity at specific points of time in the investment lifecycle, and protection against losses when they capitalize on that liquidity. It doesn’t sound unreasonable, does it? Yet the way that most retail investor portfolios are constructed leaves the investor with serious blind spots.

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Income-With-Growth Solution
WHITE PAPER:
Income-With-Growth Solution: Converting Future Dividend Growth Into Current Income

The challenge faced by fixed income securities has left a gaping hole in the income portion of income-with-growth investment portfolios. Increasingly, investors are bridging that gap by turning to dividend paying stocks to deliver the level of current income they require. In this paper, we examine a unique index solution that seeks to generate current income from both dividends and the price appreciation of stocks.

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