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Client Communications & Business Development

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

Oct 25, 2018 Research Alliance Why Donating Stock to Charity Beats Giving Cash—Parametric Portfolio Associates

Selling securities to fund end-of-year charitable donations? Why donating stock instead may save you more in taxes—and help you give an even bigger gift.

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Aug 27, 2018 Research Alliance Bridging the Generation Gap—Parametric Portfolio Associates

Younger generations are increasingly asserting their responsible-investing principles. Their parents may or may not like what it means for the family’s portfolio. Is there a way everyone can win?

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Aug 03, 2018 Research Alliance Centralized Portfolio Management: The Power of One—Parametric

More isn't always more, especially when it comes to portfolio managers. Multiple managers can introduce redundant trades, greater turnover, and reduced tax efficiency.

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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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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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