Featured Insight
Inside the HNW Mindset: Marketing Made Personal
Another Look at the Dollar: The Fed and Interest Rates
If the Fed were to raise interest rates, what would that mean for the dollar? Let's explore the possibilities.
Market & Economic Perspectives
07.29.20Estimated Reading Time: 5 Minutes
The Dollar Is Not Collapsing
The dollar has declined in recent months, but that's not the story we should be paying attention to.
Market & Economic Perspectives07.28.20Estimated Reading Time: 5 Minutes
Signs of Stabilization on the Pandemic Front
With signs of stabilization on the pandemic front, the base case remains continued recovery.
Market & Economic Perspectives07.23.20Estimated Reading Time: 7 Minutes
Tax-Efficient Timing for Wealth Transfer Strategies
Looking for tax-savvy wealth transfer strategies? Current regulatory and market conditions present unique reasons to revisit estate planning and gifting.
Wealth Planning & Investing
07.22.20Estimated Reading Time: 6 Minutes
Q2 2020 Earnings: Terrible, But Still Positive
Although it's still early days, earnings season results are coming in better than analysts had expected.
Market & Economic Perspectives07.22.20Estimated Reading Time: 4 Minutes
3 Strategies for Approaching Referrals in Challenging Times
Can you ask for referrals in this climate? Here are three strategies to lay the groundwork now for future referrals and growth.
Marketing & Practice Management
07.15.20Estimated Reading Time: 4 Minutes
Is the Value Premium Dead?
Commonwealth’s Peter Essele looks at the value premium in light of its recent underperformance and new data discussed by Eugene Fama and Kenneth French.
Market & Economic Perspectives
07.08.20Estimated Reading Time: 4 Minutes
Commonwealth Book Club: Inspirational Female Authors Edition
Looking for a good summer read? Let these inspirational female authors take you away.
Culture & Community
07.08.20Estimated Reading Time: 5 Minutes
4 Reasons Wirehouse Advisors Should Be Making the Move to Independence
Transition is easier than you think. We outline four reasons wirehouse advisors should be making the move to independence.
Marketing & Practice Management
07.01.20Estimated Reading Time: 5 Minutes
Why Has the Market Disconnected from the Pandemic?
As case counts go up, the market has also risen. What's going on? Turns out, there's a reason for the disconnect.
Market & Economic Perspectives06.30.20Estimated Reading Time: 4 Minutes
What Reg BI Means for Financial Advisors
What does Reg BI mean for financial advisors? Here, we break down the regulation's four key components.
Compliance & Regulation
06.24.20Estimated Reading Time: 5 Minutes
Green Shoots for International Equities?
International equities are often viewed as chronic underperformers, but that narrative may be changing.
Market & Economic Perspectives
06.24.20Estimated Reading Time: 6 Minutes
