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Mid-Year 2017 Outlook

As the U.S. Ages Gracefully, a Resurgence Abroad.

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News & Insights

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What's to Worry About? These 3 Things

Despite a seemingly positive equity market outlook, reasons for worry persist.

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Revenue Uncovers Value in a Rich Stock Market

Revenue weighting offers diversified market exposure with a value orientation.

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Wealthy Millennial Investment Behaviors

Insights into the wealth management strategies Millennials use and how they work with advisors.

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June 2017 MLP Update: An Opportunity in the Eagle Ford Shale

We examine an opportunity resulting from unused midstream capacity.

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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