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

Mar 20, 2019 Research Alliance “March”ing Out Like a Lamb—WisdomTree

Is the Federal Reserve leaving March by “going out like a lamb?” Kevin Flanagan discusses the outcome of this week’s FOMC meeting.

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Mar 21, 2019 Research Alliance Infographic: 2018 Tax Refunds—Eaton Vance

Curious about the impact of the new tax bill on your clients’ refunds? Check out this infographic.

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Mar 14, 2019 Research Alliance Investment Taxes: Don’t Ignore the Tail—Parametric Portfolio Associates

Don’t think the tax tail should wag the investment dog? A look at the data from 2018 may change your thinking—and your choice of animal metaphors.

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Mar 07, 2019 Research Alliance What Investors Can Do About Human Trafficking—Parametric Portfolio Associates

Modern-day slavery. Forced labor. Whatever you call it, human trafficking is a stubborn problem to solve. But investors can help—and keep it out of their portfolios.

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Mar 07, 2019 Research Alliance The Minimum-Volatility Phenomenon—WisdomTree

With all the interest in minimum-volatility strategies, are the prices justified by lower-quality characteristics than the market? Jeremy Schwartz and Matt Wagner dig deep into the tradeoff of value and quality over time.

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Mar 05, 2019 Research Alliance What Is Direct Indexing?—Parametric Portfolio Associates

After the 2019 Inside ETFs conference, a “new” term is suddenly on everyone’s lips. We explain what direct indexing is—and why it’s anything but new to us.

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Feb 15, 2019 Research Alliance Highlights from the 2018 Baron Investment Conference—Baron Funds

View replays of conference presentations.

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Feb 07, 2019 Research Alliance 2019 Tax Outlook for Investors: Everything Old Is New Again—Parametric

Remember the 2017 Tax Cuts and Jobs Act? This is the first year most of its provisions affect filings. Four things to know before April—plus, why 2019 could be the year of nothing.

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Feb 07, 2019 Research Alliance Capitulation, Thy Name Is Powell—OppenheimerFunds

The U.S. Federal Reserve faces reality and decides to pause on raising interest rates.

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Feb 05, 2019 Research Alliance Brextension—WisdomTree Asset Management

We think the market needs to appreciate another contingency: Brextension. This is the scenario of kicking the can down the road, driven by flighty markets and fear of the unknown.

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