• Oct 10

    Quarterly Market Commentary-October

    Third Quarter 2018 Key Takeaways Larger-cap US stocks hit new highs in late September and gained 7.7% for the quarter, while smaller-cap US stocks gained 3.6%. S&P 500 operating earnings ...

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  • Oct 3

    Women and the Retirement Crisis

    Here’s a number that will knock your socks off: $400 trillion.1 By 2050, the retirement savings shortfall in eight of the world’s largest economies is expected ...

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  • Sep 5

    Is Inflation Making a Comeback?

    Last year there was a steady stream of articles wondering whatever happened to inflation. Then, in January, one month of 0.5% CPI inflation brought the inflation seers out of ...

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  • Aug 29
  • Aug 16

    Private Equity Investing Considerations

    Investor demand for private investments continues to grow. According to Preqin, a global leader in alternative assets data, 921 private equity funds that closed during 2017 raised a total of $453 ...

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  • Jul 13

    Quarterly Market Commentary

    Second Quarter 2018 Key Takeaways US stocks rose to the top of asset class performance charts with solid returns in the second quarter. Larger-cap US stocks gained 3.4%, but were ...

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