Featured Insight

Inside the HNW Mindset: Marketing Made Personal

How can you effectively use marketing to capture the attention of HNW clients? Learn four best practices for tapping into the HNW mindset and making a lasting impression on this lucrative group.

Angela Streba

08.12.25 in Marketing & Practice Management

Estimated Reading Time: 1 Minutes (91 words)

Value Is Growth, and Growth Is Value?
Where do growth and value investors stand as we enter 2020? Until the opportunity set becomes clearer, managing risk is particularly important.
Market & Economic Perspectives
Chris Fasciano
01.10.20Estimated Reading Time: 5 Minutes
Inflation Versus Wage Growth
Take a closer look at the relationship between income and inflation and get a primer on how to read through economic statistics.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
01.09.20Estimated Reading Time: 4 Minutes
NQDC Plans: Are the Advantages Worth the Risks?
Learn how NQDC plans can help highly compensated employees diversify their retirement savings.
Wealth Planning & Investing
Krista Teegarden, ChFC®, CLU®
01.08.20Estimated Reading Time: 6 Minutes
Rx for Risk: Protecting Client Portfolios
To help advisors plan ahead for an economic downturn or a possible recession, here are some asset allocation strategies for protecting client portfolios.
Wealth Planning & Investing
Brian McCormick, CIMA®
01.07.20Estimated Reading Time: 6 Minutes
Investing in an Election Year
Will we see market volatility in 2020 as a result of political uncertainty and investor bias? Here's what history tells us about election-year investing.
Market & Economic Perspectives
Rob Swanke, CFA®, CAIA
01.07.20Estimated Reading Time: 4 Minutes
Better Your Brand: A New Year’s Resolution
When executed correctly, your brand can help you attract ideal clients to your firm. Find ideas on how you can better your brand and achieve your goals.
Marketing & Practice Management
Kristine McManus, CRPS®
01.01.20Estimated Reading Time: 7 Minutes
Approaching Economics with Humor: Some Favorite Videos
To ring out the year, Commonwealth CIO Brad McMillan shares some videos that approach economics with humor.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
12.31.19Estimated Reading Time: 2 Minutes
The Next Decade: A Humble Approach to Predictions
Economic growth and market returns are likely to be lower this decade than over the last one. But there are still possibilities ahead.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
12.26.19Estimated Reading Time: 3 Minutes
12 Memorable Moments of Giving Back at Commonwealth
Commonwealth is dedicated to giving back to the communities where we live, work, and visit. Check out 12 memorable moments from our 2019 initiatives.
Culture & Community
Miriam Schwartz
12.24.19Estimated Reading Time: 5 Minutes
Is Credit a Cause for Concern?
What's happening in credit—and is it a cause for concern? Commonwealth's Nicholas Follett says now is not the time to be complacent in the debt markets.
Market & Economic Perspectives
Nicholas Follett
12.18.19Estimated Reading Time: 6 Minutes
The Science of Success: Why Positive Thinking Matters
Learn the science behind positive thinking and how it can lead your firm to greater success.
Marketing & Practice Management
Kol Chu Birke, CFP®
12.17.19Estimated Reading Time: 5 Minutes
Are You Suffering from Compassion Fatigue?
Having difficulty concentrating? Feeling like you just can't take it anymore? You may be suffering from compassion fatigue.
Marketing & Practice Management
Commonwealth Staff
12.04.19Estimated Reading Time: 7 Minutes

Enjoy thought leadership from some of the most respected, seasoned professionals in the industry.

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