LGBTQ Investors: Granted Equality, Seeking Opportunity

Investment Management
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In this investment insight, we explore:The financial implications of marriage equality.The link between wealth and confidence.How the LGBTQ segment is changing the investment world. “The Supreme Court decision means we can now plan for the future like anyone else,” says José, a 47–year–old designer who married his partner, Peter, in 2015, after Obergefell v. Hodges, the landmark U.S.

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Bonds, Investing, and Rising Interest Rates

Dominick J. D’Eramo, CFA |
Investment Management
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Learn about investing in bonds in a rising interest rate environment. Interest rates and the prices of bonds have an inverse relationship, meaning when interest rates rise, bond prices will decline.There is no single profile of a rising rate environment, as small incremental increases over an extended period of time will more easily allow the markets to adjust, while larger increases over a shorter time period could prove more disruptive.

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Goals-Based Investing: Prioritizing What Matters Most

Eric W. Taylor |
Investment Management
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In this investment insight, we explore:How investing has evolved in recent years.The need to prioritize among essential, fundamental, and supplemental goals.How assigning “success probability targets” helps further goal achievement.The inception of modern portfolio theory (MPT) devised in the 1950s by Nobel Prize-winning economist Harry Markowitz, revolutionized investment management.

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