Commentary

SECURE 2.0: Top 5 Items to Discuss with Your Clients

The new SECURE Act 2.0 (Setting Every Community Up for Retirement Enhancement Act) seeks to make it easier for U.S. taxpayers to save for retirement and expands access to retirement plans.

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Municipal Bond Outlook 2023: Three Reasons for Optimism

We believe municipal bonds boast several key factors that position them as an attractive asset class in general, but especially so when markets are volatile.

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WISE Words from Women on International Women’s Day

International Women's Day is a global observance that recognizes and celebrates women's social, economic, cultural, and political achievements.

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Women and Investing: What Is Your Brand?

  • By 2030, $30 trillion, or two-thirds of U.S. personal wealth, will be controlled by females
  • Women are increasingly making decisions for themselves and their families in all other aspects of their lives, and financial advice is no different
  • Women-only events can be a way to achieve that deeper connection with this important demographic and help advisors not only retain their current business but potentially grow it
Commentary

$20 Billion Club: It's Been a Minute Since We've Seen Numbers Like This…

We just finished up our annual report on the $20 billion club, and we've concluded that 2022 was a weird year for pension plans.

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Is Your Client Selling a Small Business? Here’s How to Ensure You Are Part of the Conversation

Advisors who have business owners as clients need to adapt their discovery process and service plans to help these independent and resourceful investors.

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Six Tax Planning Strategies for a Good Start to 2023

With the new year in its infancy, it may be too early to think about where to spend Thanksgiving or booking your car’s fall tune-up.

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Q1 2023 Update: Real-Time Risk Exposure Report

Investors should be aware of potential real-time market exposure risks when implementing large changes to their portfolios.

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February Fed Meeting: Tough Talk for a Smaller Hike

At the conclusion of its inaugural policy meeting of 2023 today, the U.S. Federal Reserve (Fed) delivered a smaller, quarter-point rate hike, as widely expected by markets.

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2022 ESG Survey Deep Dive: Active Ownership Review

Our 2022 ESG manager survey findings reinforced our belief that the integration of environmental, social and governance (ESG) factors into investment processes is here to stay.

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Here’s How Advisors Can Help Make Dreams Come True

This fall was a memorable time in the Halverson household.

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Are Your Clients Worried About A Market Crash? A Checklist For Survival

It's the end of the world!

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It’s Official: U.S. Retirement Plans Can Consider ESG Factors

After years of uncertainty around how U.S. retirement plans could consider ESG factors, the dust is finally settling. It’s official: A Nov. 22 rule issued by the Department of Labor (DOL) allows retirement plans to consider financially material ESG factors when selecting investments and exercising shareholder rights.

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Private Credit: Why We Believe ‘Now’ Is the Time to Invest

We believe private credit is an attractive investment with greater market coverage and a timely opportunity to benefit from the scarcity of fresh capital.

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What Is the Tax-Cost Ratio and Why Does It Matter?

Everyone seems to be paying more attention to the cost of goods and services these days. But there is one cost that many investors pay without realizing it – the cost of taxes on their portfolios. Here's why this cost matters and what you can do to help your clients avoid it.