DIY+Robo+Behavioral Bias=Use an Advisor

DIY+Robo+Behavioral Bias=Use an Advisor

November 8, 2016. By Richard Greene: Understanding the psyche of the American consumer can be one of the most challenging exercises marketers and service professionals can attempt. America has become very much a culture of “do it yourselfers” with an...
Intelligent Index Review, Third Quarter 2016

Intelligent Index Review, Third Quarter 2016

November 4, 2016. By Richard Greene: Despite the crazy election rhetoric, the third quarter was the best of the year so far for the market and while economic data was mixed, consumer confidence reached post-recession highs. While economic conditions were relatively...
Global Spotlight China: Rise of the Consumer

Global Spotlight China: Rise of the Consumer

November 1, 2016. By Mark Barry: Our Global Spotlight series takes a dive into foreign economies and their big-picture impacts. This edition will include commentary and analysis covering the economic state of China, and has been posted in three issues: The Great...
Fixed Income Review, Third Quarter 2016

Fixed Income Review, Third Quarter 2016

October 31, 2016. By John Wolfsberg: With the Brexit vote behind us and investor concern over repercussions of Britain’s vote to leave the EU diminishing, the bond market turned its focus to the underlying fundamentals of the US economy. Economic data for the quarter...