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Research & Insights

                            Research


Market and Research Review May 2020


Key Considerations for Individuals Considering a Change in Residence


Market and Research Review May 2020


What Happens in March Stays in March


Market Research Review 04/29/2020


In Focus-Whatever It Takes


Emerging Markets-Better than Expected


COVID-19 Model Update


An Unprecedented Shock 


CARES Act 


Stimulus (Hopefully) to the Rescue 


Broader Investment Perspectives in the Face of COV-19 


Volatility in Context 


Maintaining Longer-Term Perspective 


Fed Goes to Zero, Reboots Quantitative Easing 


Saudi Arabia and Russia Face Off 


Off Cycle Fed Cut 


Coronavirus Fears Drive Markets Lower


Equities Retreat on Coronavirus


Credit's Evolution 


Private Markets - Creating Value 


Risk Revival 


Fed Stays Course 


2020 Outlook: What Could Possibly Go Wrong? 


Knowledge College 12/31/2019


Opportunity Zones 


Sweeping New Retirement Plan Reform 


How Badly Will a Recession Impact Your Portfolio?


Christmas Comes Early for Risk Markets 


Asset Location


Is Value Dead?


Fear the FOMO 


Gold Savior or Fraud 


Private Markets - Our Philosophy 


Real Estate's Value in Portfolios


Natural Resource Equities


The Reality of Opportunity Zones


Active vs. Passive Debate


Private Equities 


Total Return Vs. Investor Return 


Fyre Festival, Bitcoin & Investing 


College Planning


Estate Planning

Grantor Retained Annuity Trusts 

Tax Planning

Itemized Deductions

Year End Tax Planning Opportunities

Retirement

Navigating Retirement

Risk Management

Females Dealt Unfair Hand

Social Security & Medicare