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How this Bull Market Will End

If the least loved bull market of our time won’t die of old age, what will cause its demise?

News & Insights

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Our Approach to Identifying Emerging Growth Companies

PM Frank Jennings on how he seeks high-potential growth companies through active management.

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September 2017: MLP Market Update & Sector Sentiment

Master limited partnerships, as measured by the Alerian MLP Index, weakened in August.

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A Factor View of the Trump Trade, and What Followed

Beneath the surface, performance trends of the post-election market rally have shifted.

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Millennials: Generation Flip Phone vs. Generation iPhone

There is a significant life-stage gap within the Millennial generation. Advisors, take note.

Practice Management Insights

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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.

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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.

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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