Financial Advisors

Featured Insights

The Beginning of a Drastically Different Environment

Head of Multi-Asset Strategies Rich Weiss is in the "cautiously optimistic" crowd. What's holding him back?

Managing Taxes With Loss Harvesting

Gains on the sale of a stock can come with the surprise of hefty tax bills and losses can be hard to swallow. The good news is that losses may come with a silver lining in the form of potential tax benefits.

Is There Still Value in High Yield? Get an Insider’s View on Valuations

NCRAM Chief Investment Officer David Crall talks about investing for high income in today's market.

Investment Flows at the End of a Volatile Year

A volatile 2019 has driven investors to seek perceived safer shores. Here's how our ETF teams are using quality to navigate the market uncertainty.

Slower Growth and Market Returns in 2019

Market expectations are low coming out of 2018. Sr. Portfolio Manager Brent Puff explains the potential implications for global growth markets in 2019.

Seeking Growth in a Softer Economy

Economic activity around the world is softening, which Sr. Portfolio Manager Brent Puff believes could make finding future growth more challenging.