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Forms & Literature Search Results


61 Results for 'White Papers'

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Emerging Markets Local Debt: Ready for Takeoff?

6/19/2017 | pdf

After several challenging years, emerging markets countries are experiencing gradual but steady growth.

Max 5

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Hidden Costs of Caring Whitepaper

7/20/2017 | Client | pdf

Hidden Costs of Caring Whitepaper

View FINRA Letter

Max 200

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Charging Toward a Lower-Carbon Economy

6/15/2017 | pdf

Social concern, favorable economics, and political dynamics may signal success for companies dedicated to sustainability and renewable energy.

Max 5

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Protect Yourself After a Data Breach

11/16/2017 | pdf

Everybody needs to be vigilant now that data breaches and identify theft have become common occurrences.

Max 25

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Shelter From the Storm?

1/12/2018 | pdf

A fixed-income forecast for a rising-rate world

View FINRA Letter

Max 25

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Americans Rank Among the World's Most Caring Investors

2/6/2017 | pdf

Our research suggests the average US investor rates issues of environment, social, and governance, or “ESG,” far higher than the typical European, confounding many stereotypes.

Max 5

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Why Rising Rates Can Be Good For Your Portfolio

3/17/2017 | pdf

Rising rates are a positive sign for the US economy, and can create investment opportunities if you know where to look.

Max 25

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Client Conversations: How Rising Interest Rates Can Impact You

3/16/2017 | pdf

Why all the talk about raising interest rates, and how can rising rates impact you?

Max 25

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A New Approach to Impact Investing

3/31/2017 | pdf

Impact investing seeks to deliver attractive investment returns while helping to better people’s lives, and is expected to grow as companies work to solve the world's social and environmental problems.

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Correlation and Dispersion: Return of the Stock Picker's Market?

6/6/2017 | pdf

Amid normalizing central bank policy, correlations and dispersion are trending in a favorable direction for fundamental investors.

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Bank Loans: 25 Years and Growing

6/15/2017 | pdf

In light of anticipated interest rate hikes from the Fed, bank loans may prove a beneficial part of an overall portfolio.

Max 5

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Millennials, You Can Have Your Avocado Toast and Eat It, Too

6/15/2017 | pdf

Perhaps surprisingly, millennials are a generation of savers. These five tips can help them take the next step to become smart investors

Max 5

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Will Lower Taxes Trump Municipal Bonds' Appeal?

5/8/2017 | pdf

The Trump administration's proposal to lower taxes may be a concern to tax-conscious municipal bond investors. But is the concern overblown?

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Municipal Credit Risk and Natural Disasters

9/14/2017 | pdf

Despite the enormity of this year’s hurricane season, we believe municipalities in the affected regions will be able to, by and large, manage through these latest challenges.

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An Index Isn't a Fiduciary--And Six Other Concerns About the Push for Passive

9/28/2017 | pdf

Passive investing may be popular, but active management allows for judgment, nuance, and an understanding of investor needs that passive cannot replicate.

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3 "Smart" Ways to Implement Strategic-Beta Strategies in Portfolios

11/17/2017 | pdf

Things to consider when implementing factor-based investing strategies in client portfolios.

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Media Replay: Is the News Hurting Your Investments?

6/1/2017 | pdf

The constant onslaught of sensational news may make it difficult for us to digest information or gain the appropriate perspective on what we read, see, and hear.

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Could White House Drama Derail Your Portfolio?

7/7/2017 | pdf

Controversy in the White House and the performance of the stock market have historically shown few observable connections

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Investable Innovation: Tracking Biopharmaceutical Advances

10/24/2017 | pdf

Despite recent volatility, opportunities in healthcare remain abundant, and we believe the long-term outlook for the sector is positive.

View FINRA Letter

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Schroders 1Q18 US Small & Mid-Cap Equities

12/21/2017 | pdf

The Schroders US Small- and Mid-Cap Team is cautiously optimistic on the outlook for markets in 2018 against a more certain backdrop for economic growth

Available For Download Only

Schroders 2018 Outlook: Emerging Market Equities

12/21/2017 | pdf

Schroders believes the outlook for emerging market equities remains positive, although they expect returns to be more modest in 2018

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2018 Outlook (Schroders): US Multi-Sector Fixed Income

12/22/2017 | pdf

In today’s challenging market environment, Schroders believes investors will need three attributes: realism, patience, and flexibility

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Macron Victory Marks Market-Friendly French Election Outcome

5/9/2017 | pdf

Macron’s reform agenda should be positive for economic growth in France. As political risk falls, investors can now turn their focus to the corporate earnings recovery.

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Four Steps to Identify and Execute on Your Pillars

8/5/2016 | Broker | pdf

Read Brian Margolis' summary of a larger report on how "pillars" replace time management with focus management.

Available For Download Only

Client Conversations: 8,000 Days: Envisioning Retirement in a New Way

5/8/2017 | pdf

Most of us have a pretty clear idea of what will occur in our lives before we retire. After we reach retirement, things begin to get a bit more out-of-focus.

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