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With greater frequency, investors are wondering whether, and when, the Federal Reserve’s extraordinary money printing will cause rampant inflation. A review of the past century provides interesting insights, particularly between 1933 and the late 1940s when the Federal Reserve printed money at comparable levels to those of the Bernanke Fed.

This paper offers a look at the monumental changes occurring in energy, both domestically and worldwide, and the exploitation of new energy sources and their impact on the environment.

Most investors have heard of the increasingly popular term “impact investing” but they may not be fully familiar with its meaning. This paper will define impact investing and some related terms, explore the history of this type of investing, discuss why it is important now and explore how it can be implemented in portfolios for interest...

In this edition of Eton Advisor’s quarterly Investment Outlook, they conclude a series on goals-based investing with a discussion of integrative wealth management, where synergies are created by the marriage of wealth structuring, investment consulting, and ongoing implementation & execution. Without all three of these components wor...

In the early 1940s, war-driven deficit spending and loose monetary policy lifted the economy out of the Depression. One of the most interesting economic aspects of this period was that growth continued despite a massive withdrawal of fiscal stimulus in 1945 and 1946. Using today’s terminology, the sizeable reduction in gov...

Wealth management and tax planning, done right, require care and a thoughtful approach. Helping you be vigilant in these and all other aspects is the purpose of this guide, which walks you through the key concepts and approaches pertaining to tax planning, investing, charitable giving, estate and gift planning, business succession, family meetings,...

A frank discussion of a variety of outcomes and their potential investment and economic implications that can help identify areas of opportunity and greatest risk.

Emerging economies have recently experienced decelerating growth, leading some to question if structural conditions have changed for the worse. Growth deceleration partially reflects the natural transition from an export-driven economy to a higher-quality consumer-driven growth model. Concerns about emerging market equities have...

The third quarter was marked by a number of consequential events, not the least of which was the continuation of the substantial and now maturing bull market. The author has seen global growth improve and global economies begin to resynchronize.The author's theme of “go global in all asset classes” hasn’t played out as they th...

Looking ahead to 2014, SEI Investments Company expects:Global economic growth will accelerate, led by the U.S. with important assists from other developed countries.China also should maintain a vigorous growth rate, helping to sustain global trade.U.S. Federal Reserve to continue to slowly ease stimulus efforts, while the eurozone is likely to rema...

Atlantic Trust Private Wealth Management expects the investment landscape to be quite different in the year ahead as the bull market matures, the Fed shifts strategy and the global economy moves further away from the crisis-ridden environment that has prevailed since 2007. Some other insights:They expect 2014 to be a profitable year in the equity m...

With so many conflicting data points and opinions in the market:How should investors view the outlook for stocks?What practical steps should investors take amid fierce debates about market valuation?

Within NEPC’s 2014 Asset Allocation Letter, the author, NEPC’s Asset Allocation Committee, reminds us that investors often feel the emotional cost of diversification in the form of “missing out” on return when equity markets rally. The recent robust performance may tempt some investors to chase results. They remind...

In the first quarter 2014 issue of Global Foresight, Rockefeller & Co. provides comprehensive analysis and valuable insight for what investors can expect this year. This publication contains the following articles:2014 Outlook by David Harris, CFA, Chief Investment Officer; Topic: Have equity markets gotten ahead of themselves? Views on 20...

This January market review provides:A recap of the major themes affecting the economy and the marketsAn in-depth, quantitative review of and forecast for the credit marketsSome thoughts around strategy for the coming months