A new solution for Direct Indexing through VADIS
Learn how YourStake and First Affirmative Financial Network are powering a new solution for Direct Indexing through VADIS. View full article by clicking here.
Crafting Personalized Portfolios for Gen Y and Z through Direct Indexing
Overview: Explore how financial advising is evolving with Direct Indexing to meet Gen Y and Z’s need for personalized, impactful investment strategies. View full article by clicking here.
Economic Overview – Q1 2024
By Richard Frankel Overview: View the Full Economic Commentary by Clicking Here.
Wasmer Schroeder Quarterly Bond Market Overview 1Q 2024
The Pause That Refreshes By Tom Richmond, Co-Head of Taxable SMA Strategies, Senior Portfolio Manager The first quarter of 2024 was relatively quiet and relatively good from a domestic, macroeconomic standpoint. Economic activity as measured by real GDP growth was estimated to be a shade over +2%; while not as strong as the pace seen […]
Economic Overview – Q4 2023
By Richard Frankel Overview: This is a snapshot view the full Economic Commentary below. View the Full Economic Commentary Here
Wasmer Schroeder Quarterly Bond Market Overview 4Q
Thank you, Santa! By: Tom Richmond, Co-Head of Taxable SMA Strategies, Senior Portfolio Manager In honor of the recently completed holiday season, I hope you can indulge me for a moment for a story of good tidings, seasonal cheer, and apparently, redemption. Picture if you can a white-bearded, red-suited, jovial Chairman of the Federal Open […]
Market Commentary – Q4 2023
Quo VADIS – Where are you going? By Theresa Gusman Overview The S&P 500 advanced 11.7% in the fourth quarter, cementing a 24.3% rise in 2023. Through most of last year, the S&P 500’s narrow leadership camouflaged the paltry returns of the broader index and punished investors underweight the Artificial Intelligence (AI)-fueled stocks known as […]
Wasmer Schroeder Quarterly Bond Market Overview 3Q
View the Full PDF Here How soft is your landing? By: Thomas Richmond, Co-Head of Taxable SMA Strategies, Senior Portfolio Manager If you ask a stranger how the U.S. economy is doing, you will undoubtedly get responses that fun the gamut from “great” to “lousy”, depending on the circumstances of the individual. We can, however, […]
Advocacy & Impact – Q3 2023
View the Full PDF Here
Economic Overview – Q1 2023
View the Full PDF Here By Richard Frankel Figure 1. Economic Growth and the Composition of GDP This is a snapshot view the full Economic Commentary below. View the Full PDF Here
