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.
Clients have realized that they have to take care of themselves financially, and one of the gifts they have given themselves is a financial advisor. Hear ways advisors can speak to these clients who have decided “#NowMe”.
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.
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.
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.
All economic downturns are unique, and today's is no different. In the latest episode of #NowMe, Jan Holman discusses how investors should approach market volatility and the key points to consider when navigating your investment accounts.
In a continued discussion from episode one, we learn why women over 50 are an important demographic for financial advisors going forward.
Find out why demographic trends and shared personality characteristics make women over 50 the ideal clients for financial advisors.
Get away from the noise of the investment herd, and hear our experts bring a new perspective to widely talked about topics.
Federal Reserve’s liquidity bazooka ended the “doom loop” of lower funding market values and forced selling. But liquidity-driven euphoria creates a disconnect between prices and still-challenged fundamentals. The price gravity of bankruptcy.
Integrating ESG factors is important for companies’ financial performance and sustainability, and equally important for active managers’ ESG investment analysis, including ESG “momentum” stocks.
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.
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.
Keeping your balance in emerging markets equity investing means identifying strong businesses, balancing value and growth styles across the portfolio and minimizing currency risks.
During an investment research trip, Portfolio Manager Lei Wang was caught on the ground during China’s coronavirus outbreak and lockdown. He surveys the pandemic’s economic impact and recovery outlook in the world’s second-largest economy.