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

Feb 22, 2018 Market Turbulence and Central Bank Policy Shifts

Following the recent market turmoil, Litman Gregory chief investment officer Jeremy DeGroot shared his thoughts on the investment environment with an audience of our private wealth management clients. We’ve excerpted his comments here.

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Feb 21, 2018 Research Alliance Walking the Risk Tightrope—Guggenheim Investments

Current conditions could persist for some time, but with a possible recession approximately two years away, the time for caution is approaching.

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Feb 20, 2018 Research Alliance The Market Is Finally Getting the Joke—Guggenheim Investments

Investors are coming to terms with the idea that the Fed will keep raising rates because of inflation and economic pressures.

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Feb 13, 2018 Research Alliance Empathy: A Concept for Deepening Client Relations—Selected Funds

Financial advisors are looking increasingly to psychology to strengthen their ability to assist clients with their investment and financial planning needs.

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Jan 31, 2018 Research Alliance Baron Funds: What's Ahead for 2018 with Michael Kass

Baron Funds portfolio manager Michael Kass was a panelist at AdvisorIntelligence's latest 360 Views Webinar, on January 10, where he provided his 2018 market outlook and participated in a roundtable discussion. Here is a replay of the discussion.

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Jan 31, 2018 AdvisorIntelligence 360 Views Webinar Replay: What's Ahead for 2018

Here is a replay of our January 10 360 Views Webinar featuring Michael Kass, portfolio manager, Baron Funds; Maria Giraldo, CFA®, Director and Investment Strategist, Guggenheim; and Tushar Yadava, Vice President, iShares Investment Strategist, BlackRock.

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Jan 26, 2018 Research Alliance Will U.S. Tax Cuts Give "Bang for the Buck" on CapEx?—Thornburg

CEO Jason Brady says some companies might struggle to find new investment avenues in capital spending plans on CNBC Asia’s Squawk Box.

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Jan 25, 2018 Research Alliance Socially Responsible Investors Made Waves in 2017—Parametric Portfolio Associates

Interest in socially responsible investing was strong in 2017. What's next for 2018?

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Jan 24, 2018 Research Alliance Davos as Contra-Indicator—Guggenheim Investments

Euphoria at Davos may be a sign that the market melt up may soon begin to cool.

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Jan 05, 2018 Tax Reform and Its Implications for U.S. Stocks

We suspect the U.S. stock market has priced in much of the benefit of tax decreases, but the answer is not straightforward as there are many variables to consider.

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