Advisor Resources

A slower pace of growth and easier monetary policy has resulted in investor preference for fixed rather than floating rate assets, as evidenced by fund outflows from bank loan funds and fund inflows into high yield bond funds.

Municipal credit is stable as fundamentals and the overall economy remain strong. The combination of tepid supply and strong demand YTD may create a broad and diverse opportunity set for investors in the municipal bond market.

In light of heightened market volatility, we believe alternatives may help investors generate additional sources of return and reduce volatility.

Use this tool to explore the potential benefits of adding alternatives to a theoretical portfolio.

How do financial advisors differentiate themselves in a crowded marketplace? We believe the most successful advisors shape their individual brands, a process known as creating "presence in your absence."