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Which Global Markets Are Expected to Rise or Fall?

Explore the big macro stories and key economic data that will impact asset classes and investment plans this year.

News & Insights

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August 2017 MLP Update: Market Update, Williston Basin

The latest on MLP performance, and characteristics and trends of the Willison Basin.

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GMAG Monthly: Taking Some Risk Off the Table

Signs of slowing global growth and high valuations prompted a downshift in portfolio risk.

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Consider This Before Giving Millennial Investors 401(k) Tips

How to navigate the DOL Fiduciary Rule when providing Millennials retirement savings strategies.

Practice Management Insights

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Evolving into a Whole Family Advisor

A one-to-family approach can help an advisor become a trusted partner to client families.

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Q&A: Equipping Wealth Advisors to Engage Families

We’ve teamed with Legacy Capitals to bring tools and hands-on training to family wealth advisors.

The Right Way to Invest

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Make Global Connections

We understand how interconnected global markets are today.

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Look to the Long Term

We understand creating value takes time.

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Take Intelligent Risks

We seek to effectively balance the risks that come with the rewards of investing.

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Invest with Proven Teams

Our seasoned managers have experience managing portfolios through multiple market cycles.

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Challenge The Index.

We believe the right approaches can exceed the market’s return and better manage its risks.

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