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Help small non-profits punch above their weight

In our work with endowments and foundations, Russell has found that many smaller endowments and foundations (non-profits) in the $1 million to $25 million range often suffer from a lack of adequate...

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What infrastructure can do for you…

One thing hasn’t changed since I last wrote about investing in infrastructure two years ago: developed countries need to update their infrastructure and emerging economies need to expand theirs to the...

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Bonds are dead. Long live bonds.

If you’ve been watching financial TV or reading the newspapers, you may have noticed the verbal drubbing bonds have endured lately. Indeed, the demise of bonds is a hot topic today. It’s actually a...

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The realities of generating retirement income

You know that uncertainty is uncomfortable for your clients, but there’s no doubt it can be challenging for advisors as well. Unfortunately, in today’s low interest rate environment, certainty is in...

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Alts, alts, alts: What’s driving investor demand for alternatives?

Assets in retail alternative mutual funds have grown significantly in the last couple of years. The number of funds in the Morningstar Multialternative category has more than doubled, from 31 in 2009...

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Balancing risk, return and investor behavior

Investors typically invest in order to address specific economic problems. Generally, they are trying to invest savings accumulated over time to create “enough” wealth at some specific point in the...

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Beware of the risk of reaching for yield

It’s not unusual for more conservative-minded investors to emphasize investment yield as a key component of portfolio construction. The lower volatility and steady income typically associated with...

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A conversation on interest rates, credit and currency with Gerard...

Jaylene: One unexpected feature of the fixed income market in 2014 was the decline in U.S. Treasury Bond yields from 3.0% at the start of the year to 2.2% by the last day of the year.1 As we look out...

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Changing the income mindset

Income-oriented portfolios are attractive options for many retired investors. From a psychological standpoint, these portfolios may seem appealing. Income-oriented portfolios offer a simple way to...

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What’s inside your (income) box?

In a low-yield environment like we’re in today, many investors are tempted to reach for yield, ignoring the reasons why a certain investment offers that higher yield. It reminds me of the infamous con...

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