Our Investment Insights

ETFs: Patience Through Changing Economic Cycles

This quarter, Portfolio Manager Rene Casis shares details on anticipated ETFs performance and how advisors can address implementation challenges.

Don't be Fooled: Fight Identity Theft

April Fool’s Day can be full of light-hearted practical jokes. But, some actions hurt your overall financial status—defend against identity theft.

Will You Work Past Age 65?

Some expect to stay on the job longer to save more for retirement, pay down debt and have extra money for daily expenses.

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    Victor Zhang

    Victor Zhang

    1997 Industry Start

    Chief Investment Officer, Senior Vice President