by Derek Hernquist | Jan 21, 2022 | Appearances, Media
Our PMs spend a ton of time on research and portfolio reviews, and I’ve made it a habit to grab 30 minutes to ask what they’ve been seeing. Together with what we’re hearing in conversations with advisors, we figured it’s a great opportunity to...
by Derek Hernquist | Dec 30, 2021 | Market Updates, Media
Dave wrote a fun piece summarizing our team’s 2022 Outlook, seen here as It’s Time to Curb Your Enthusiasm in 2022. He and John Luke decided to give it extra life with a discussion about the piece and outlook. See below for the video and transcript: ...
by Derek Hernquist | Dec 22, 2021 | Market Updates
The team used its collective vision to plot a course for 2022, and our own Dave Wagner, CFA gave it a fun theme as only he can do. The piece you’ll see below tackles the serious issues that exist, among them monetary policy, inflation, speculative froth, and...
by Derek Hernquist | Dec 21, 2021 | Blog, Financial Planning
Investors have often faced challenges in pursuing sufficient return. There have been times when stocks had risen to levels that squeezed out a chunk of their future returns. And periods when expected returns in fixed income trailed rates of inflation. But we’ve not...
by Derek Hernquist | Dec 6, 2021 | Equity Research
As mentioned in a recent blog post, our managed equity sleeves are showing themselves to be incredibly valuable in helping advisors win new relationships and expand existing ones. The ability to integrate equities into fund portfolios has the potential to reduce the...
