Developed markets continued their strong run relative to domestic, with most major regions’ performance ahead of the U.S. market in April. European markets, in particular, built on momentum since late last year.
Recent Insights
Quarterly Small Value ESG Equity Strategy Q1 2024
Equity markets rose again in Q1, but relative returns were skewed toward growth. The seven mega cap technology stocks that did so well in 2023 retained their “magnificence” in Q1, resulting in indices with Magnificent 7 exposure beating indices that lacked it. Curiously, rising interest rates over the quarter did not dampen investors’ enthusiasm for long duration (growth) assets, even with the Fed signaling that potential rate cuts may come later and to a lesser degree than had previously been anticipated.
April 15, 2024
The “Blocking and Tackling” of Estate Planning
Dave Jones, JD, LLM, CFP®, SVP and Director of Estate Strategy, dives into how estate planning can be broken down into blocking and tackling— much like football—to create a “winning strategy.”
April 11, 2024
Navigating Sky-High Health Care Costs in Retirement: How HSAs Can Bring Relief
Lena McQuillen, CFP® Director of Financial Planning, explores the many ways that Health Savings Accounts (HSAs) can be used throughout your life—including in retirement—to help combat the high cost of health care, and what you should consider and know, from tax implications to beneficiary designations.
April 11, 2024
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