Why I believe active management will beat indexing going forward

Jason DeSena Trennert, managing partner at Strategas Research Partners explains why he thinks active management will beat indexing going forward.

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Preparing for a long period of low interest rates

Now that the Fed has ended its quantitative easing program, the next question is, “When will interest rates begin to rise?” As we discuss in this article, it may not be as soon as you think.

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Investing in a world of heightened geopolitical uncertainty

As geopolitical uncertainty abounds, we examined how markets have reacted to such events in the past. The results might surprise you.

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Strategies for more-effective year-end giving

The end of the year is a common time for charitable giving. When thoughtfully planned, such contributions can also help to significantly lower one’s tax bill.

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Quarterly Commentary

Q3 2014

Click here to read the Fall 2014 issue of Quarterly Insights which details our recent research into the long-term investment impact of geopolitical conflicts, discusses why interest rates may stay low for longer than many expect, and shows why technology might be making you smarter than you think.