Investment research

Can you trust Morningstar’s mutual fund star ratings? Dougal Williams, CFA, reveals how these ratings can be manipulated—potentially misleading investors.

Editor’s note: This article was contributed by our Summer 2024 intern, Lionel Daily Lucero. “How do you decide which investments to add to my portfolio?” That was the question a […]

This year, we proudly hosted our 19th annual Wealth Symposium. During this full-day, off-site event, our investment, financial planning, and legacy planning teams joined forces with our advisory teams to […]

During retirement, the primary concern for many retirees is withdrawing funds at a sustainable rate without depleting their portfolio during their lifetime. As we continue to navigate the ever-evolving landscape […]

In the financial landscape, alternative investments such as private credit, private equity, venture capital, and hedge funds have garnered media attention as institutional investors intensify their commitments to non-traditional assets.

This month, IBM made headlines on news that customer demand for its artificial intelligence (AI) technology pushed profits above analyst expectations, boosting its stock price to the highest level in […]

Last month, I met with a couple who found themselves in a real pickle.   After decades of saving into their 401k’s and exercising company stock options, they’d amassed quite the […]

Interest in values-based investing has been on the rise as investors around the world prioritize the impact of how their money is invested. In 2020, in response to growing client […]

We recently held our 18th annual Wealth Symposium, an offsite event in which members of our investment, financial planning, and legacy planning teams present research projects to our full advisory […]

Last month, we wrote about Special Purpose Acquisition Companies (SPACs) as an increasingly popular path for companies to go public. This month, we continue that conversation. With so much buzz […]

With so many recent announcements of local companies going public, we shed light on Special Purpose Acquisition Companies (SPACs), their rising popularity, and alternative options for the public offering process. […]

Professional traders use a number of strategies to maximize returns and reduce costs when buying or selling shares of stock. We shine a light on dark pool exchanges and the […]