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CIO Insights
Q&A: Forbes and Memani Discuss the Future of the Bull Market

Krishna Memani joined Steve Forbes to discuss the market outlook for Q4 – and beyond.

October 23, 2017
Markets & Economy
2017 Capital Gains Estimates

Estimated capital gains distributions are now available to help with year-end tax planning.

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October 19, 2017
Markets & Economy
The Market Crash of '87 and What It Means for You

The stock market crash of 1987 offers instructive lessons for today’s investor.

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By
Brian Levitt
| October 19, 2017
Markets & Economy
The Markets Have Now Doubled Since 2007

The 2003-2007 bull market ended 10 years ago. Investors have doubled their money since.

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By
Brian Levitt
| October 02, 2017
Markets & Economy
Buffett Might Have Shortchanged His Prediction for the Dow

If history is a guide, Buffett’s statement may actually prove an understatement.

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By
Brian Levitt
| September 25, 2017
CIO Insights
German Election Results a Bump in the Road for EU

Germany's election results may be a setback for the European Union.

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By
Krishna Memani
| September 25, 2017
CIO Insights
Time for Market Regime Change? Not Yet.

Even with a more hawkish Fed, market regime change seems unlikely any time soon.

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By
Krishna Memani
| September 25, 2017
Markets & Economy
Euro Strength Is Good for U.S. Investors in European Stocks

A strengthening euro has coincided with outperforming European stocks over the years.

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By
Talley Léger
| September 20, 2017
Markets & Economy
The Amazon Effect: Do Competitors Stand a Chance?

What Amazon’s rise means for the future of retail, and how the competition is responding.

By
Brian Levitt
&
Gregory Brown
| September 19, 2017
Markets & Economy
Making the Case for Long-Term Investing

We believe in resisting the temptation to respond to events in the short run.

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