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In-depth investment research and commentary from Litman Gregory and our Research Alliance

Jul 27, 2017 Research Alliance Ignore the Cassandra Chorus, Rates Won’t Skyrocket—Guggenheim Investments

As pundits point to the recent market selloff as proof rates are about to skyrocket, it is wise to step back and grasp the big picture.

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Jul 28, 2017 Research Alliance Fed Likely to Stay the Course—Guggenheim Investments

A tightening labor market and near-target inflation will keep the Federal Reserve on track even as fiscal policy sputters.

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Jul 07, 2017 Research Alliance The Real Risk is No Perceived Risk—Thornburg Investment Management

Global Fixed Income portfolio manager Jeff Klingelhofer, CFA, offers his unique take on the current divergence between equity and bond markets and future implications for market participants.

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Jun 14, 2017 Research Alliance Parametric CEO Brian Langstraat & Dynasty CIO Scott Welch on WealthTrack—Parametric Portfolio Associates

How to increase your portfolio’s performance by decreasing its tax bite. Tips from tax-advantaged investment pros Brian Langstraat and Scott Welch.

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Jun 12, 2017 Research Alliance OppenheimerFunds Mid Year 2017 Outlook

Heading into the second half of 2017, we believe the elongated U.S. credit and business cycle—currently eight years old and counting—will continue through the end of the year. Yet for the first time in almost a decade, the risks to the global economy are centered in the United States and not in other major world economies.

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Oct 03, 2017 Research Alliance How Can the Impact of Taxes Be Mitigated?—Parametric Portfolio Associates

See how a client experience from the 1990s continues to help us deliver personalized exposures and continuous tax management to clients today.

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Mar 08, 2017 Research Alliance For Women Investors: Your Life

MainStay Investments: You may not consider yourself to be the only—or even primary—financial player in your family. But did you know that most vacation, home improvement, and car-buying decisions are made by women? Your life and your finances intersect in more areas than you might imagine.

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Mar 07, 2017 Research Alliance 100 Days of Change: The Importance of Immigration

J.P. Morgan: Early actions and statements by the Trump administration suggest significant changes to both illegal and legal immigration into the United States. In this bulletin, Dr. Kelly explores what the proposed changes might mean for growth, inflation, and investment returns.

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Feb 13, 2017 Research Alliance All in the Family

MainStay Investments: From the walk down the aisle, to the pitter-patter of little feet, you need a financial plan that’s right for you. We can help you get started and stay invested, so you can enjoy your changing family—and not worry as much about what the future might hold.

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Feb 09, 2017 Research Alliance What to Expect When Your World Order is Collapsing

Morgan Stanley Investment Management: By many accounts, the election of a former reality TV star as leader of the free world has made the future more unreal and more difficult to forecast. But Donald Trump is just a striking reminder of a basic forecasting rule: expect the unexpected. Here are our 10 trends to watch in 2017, with an eye to the unexpected.

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