In the September issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he details a disconnect between the stock market and the economy, the underlying associated risks, and how our focus on three pillars—economics, a long-term investment horizon, and risk mitigation—continue to guide our portfolio positioning.
September 1, 2020—Where and how you save your money can play a large role in your after-tax return as well as the after-tax paycheck you may need in retirement. A good question to ask yourself is: How can I help improve the tax efficiency of my investments? Director of Investment Planning and Portfolio Implementation Michael McIntyre discusses the importance of asset location in addition to asset allocation.
July 30—What do the Fed, fiscal stimulus, vaccines, and the election mean for the economy and your investments going forward?Chief Investment Officer Tony Roth, Chief Economist Luke Tilley and Head of Investment Strategy Meghan Shue analyze the key drivers behind the market’s recent run.
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Moderator: At this time, let’s begin today’s webinar, Diagnosing the Disconnect: A COVID-19 Economic and Market Update.
