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Equity
The Power of Dividends: Past, Present, and Future
Is all the talk about dividend-paying stocks just a fad? Or is there real merit to the dividend argument, particularly at this point in market history?
Fixed Income
The Fed's Under Pressure
Global sovereign yields continued to march higher as sticky inflation and resilient consumer spending reinforced the narrative that policy rates will need to be “higher for longer.” Against this backdrop, fixed-income sectors produced mixed excess returns.
Human-Centric Investing Podcast
Episode 93: How the Financial Services Industry Can Attract the Next Generation of Talent
In honor of Women’s History Month, we welcomed Katlyn Grasso, founder and CEO of GenHERation, to the podcast. She discusses how the financial industry can update the way it’s perceived by recruiting and retaining the next generation of talented women.
Investor Insight
The Money Genogram
Make better financial decisions by discovering your inherited money traits
Fixed Income
Talking Fixed Income with Clients? Make Sure You're on the Same Page
Yields? Distributions? Yield-to-Worst? What you emphasize depends on what clients want from a bond fund.
Strategic Beta ETFs
ROUS: A Risk-First Approach to Value Investing
In the wake of recent bank collapses and related volatility, ROUS may offer a way to invest in US value with more thoughtful exposure to the financial sector.
Global Macro Analysis
ROUS: A Cost-Effective Way to Access Quality, Defensive-Value Equities
ROUS, a multifactor US equity ETF designed to offer potentially less volatility than cap-weighted indices over a full market cycle, may be a good fit for investors who aren’t sure where the market is headed.
Global Investment Strategy
On to the Next Crisis: Glimpsing a Post-SVB World
The collapse of Silicon Valley Bank has rocked the banking sector and left financial markets wary. What can we expect moving forward?
Investor Insight
How to Determine if Your Aging Loved One Should Be Driving
Driving is critical to helping aging loved ones maintain their health and independence. But what if it becomes dangerous for them to get behind the wheel?
Equity
The Power of Dividends: Past, Present, and Future
03/24/2023
Is all the talk about dividend-paying stocks just a fad? Or is there real merit to the dividend argument, particularly at this point in market history?
Fixed Income
The Fed's Under Pressure
03/23/2023
Global sovereign yields continued to march higher as sticky inflation and resilient consumer spending reinforced the narrative that policy rates will need to be “higher for longer.” Against this backdrop, fixed-income sectors produced mixed excess returns.
Human-Centric Investing Podcast
Episode 93: How the Financial Services Industry Can Attract the Next Generation of Talent
03/23/2023
In honor of Women’s History Month, we welcomed Katlyn Grasso, founder and CEO of GenHERation, to the podcast. She discusses how the financial industry can update the way it’s perceived by recruiting and retaining the next generation of talented women.
Investor Insight
The Money Genogram
03/22/2023
Make better financial decisions by discovering your inherited money traits
Fixed Income
Talking Fixed Income with Clients? Make Sure You're on the Same Page
03/21/2023
Yields? Distributions? Yield-to-Worst? What you emphasize depends on what clients want from a bond fund.
Strategic Beta ETFs
ROUS: A Risk-First Approach to Value Investing
03/20/2023
In the wake of recent bank collapses and related volatility, ROUS may offer a way to invest in US value with more thoughtful exposure to the financial sector.
Global Macro Analysis
ROUS: A Cost-Effective Way to Access Quality, Defensive-Value Equities
03/17/2023
ROUS, a multifactor US equity ETF designed to offer potentially less volatility than cap-weighted indices over a full market cycle, may be a good fit for investors who aren’t sure where the market is headed.
Global Investment Strategy
On to the Next Crisis: Glimpsing a Post-SVB World
03/16/2023
The collapse of Silicon Valley Bank has rocked the banking sector and left financial markets wary. What can we expect moving forward?
Investor Insight
How to Determine if Your Aging Loved One Should Be Driving
03/15/2023
Driving is critical to helping aging loved ones maintain their health and independence. But what if it becomes dangerous for them to get behind the wheel?

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