Integrating ESG factors is important for companies’ financial performance and sustainability, and equally important for active managers’ ESG investment analysis, including ESG “momentum” stocks.  

June is LGBTQ pride month. Find out from Jan what’s changed for married LGBTQ couples, income inequality among them, and if there are any differences in the way LGBTQ people invest.

Although everyone defines financial security differently, Jan walks through steps that many of us can take, and talks about some that might require the guidance of a financial advisor.

Since the dizzying spring spikes in municipal market bond yields, the Federal Reserve’s stimulus programs have fueled a rebound in muni market prices to all-time highs and yields back to historic lows. Despite the Fed’s lifelines, muni market fundamentals remain challenged and price risk high.   

Some segments of China’s economy have recovered to pre-coronavirus levels, while others lag and a few have seen accelerated growth. Portfolio Manager Lei Wang surveys China’s re-opening, its fraying bilateral relations with the U.S. and the Eurozone’s tentative first step toward fiscal cohesion.

India has leap-frogged into the digital era with an astounding set of thoughtful initiatives that have major implications for its telecoms, financial services and retail sectors, among others.

Jan continues the discussion about how advisors can help their clients overcome the common roadblocks they have speaking to their heirs, and the importance of the family legacy letter.

Individuals are often reluctant to speak to their heirs about the amount of wealth they will leave behind for a variety of reasons. Jan explains the common barriers and how advisors can help their clients overcome them.

Oil prices have swung massively over the past several weeks, including a dip into negative pricing. Portfolio Manager Charlie Wilson breaks down what it means to the energy sector in the U.S. and globally.

Investing is simple but not easy. How to convince your clients over 50 not to sell during times of market stress – it’s about understanding the flight instinct.