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News & Insights

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Price Check: How Hard Discounters Are Disrupting Grocers

European discounters are pressuring grocers, CPG companies and grocery-anchored REITs.

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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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To Be (Accommodative) or Not to Be? That's LATAM's Question

Why we're constructive on government bonds—especially short-term paper—in Latin America.

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October 2017: Market Update and Potential Tax Reform

Master limited partnerships, as measured by the Alerian MLP Index, gained in September.

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.

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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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