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Commonwealth CIO, Brad McMillan.
Read the latest features on Commonwealth movers and shakers influencing our industry and ways we're bringing ideas to life.
Guide to Long-Term Investment Strategies. Senior portfolio manager Chris Fasciano shared a comprehensive overview of investment strategy knowledge, including advantages of long- and short-term investing, whether or not inflation impacts it, and strategies to achieve long-term success. MoneyGeek, 10/11/24
Expert Insights on Average US Retirement Savings. Matt Powers, vice president, strategic retirement solutions, shared his expertise on the average American’s retirement savings. He explained the correlation between education level and retirement in the U.S., savings tips for retiring at 60, and advice for those starting to plan for retirement. MoneyGeek, 10/10/24
Commonwealth Launches Direct Indexing, UMA Capabilities. Commonwealth announced the next evolution of the Preferred Portfolio Services (PPS) Select asset management program at the 2024 National Conference. Peter Essele, SVP, head of advisory solutions, spoke about its new capabilities, including personalized indexing designed to help manage client investments and put advisors in the driver’s seat. Financial Advisor IQ, 10/8/24
Bloomberg Intelligence, Israel Talks, China Markets. Several of Commonwealth’s experts shared insights on their various areas of expertise in the Bloomberg Intelligence podcast, including Rob Kane, director, alternative investments, Chris Fasciano, senior portfolio manager, and Peter Essele, SVP, head of advisory solutions. CIO Brad McMillan discussed how Commonwealth has continued to guide advisors through market fluctuations for more than 45 years. Bloomberg Intelligence Podcast, 10/8/24
Wall Street Breakfast: Payrolls In Focus. In the Wall Street Breakfast podcast, Sam Millette, director of fixed income, shared his perspective on the estimated nonfarm payrolls number—a reaction to the Labor Department’s closely watched nonfarm payrolls report. Seeking Alpha, 10/4/24
Looking for insights on industry hot topics? Check out Commonwealth CIO Brad McMillan's blog.
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Commonwealth Unveils Investment Platform and Technology Advances at 2024 National Conference
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