From this author
How Can Advisors Use Direct Indexing to Deepen Client Relationships?
by Thomas Lee, Co-President and Chief Investment Officer
December 4, 2023
Get up to speed on a growing investment solution that offers a wide range of advantages. Test your direct indexing smarts.
Midyear Investment Outlook: Why Investors Should Weatherproof Their Portfolios
by Thomas Lee, Co-President and Chief Investment Officer
June 12, 2023
When it comes to the markets, problems are always possible. How can investors build a portfolio that’s ready for anything?
2023 Investment Outlook: Will We Win the Fight Against Inflation?
by Thomas Lee, Co-President and Chief Investment Officer
December 9, 2022
It was a banner year for tax-loss harvesting and Fed tightening. But what opportunities lie ahead for 2023?
How Can Investors Ease the Effects of Inflation?
by Thomas Lee, Co-President and Chief Investment Officer
September 14, 2022
When inflation brings stock and bond prices too close together, it’s time for investors to build diversification.
What We Talk About When We’re Talking About Inflation
by Thomas Lee, Co-President and Chief Investment Officer
March 3, 2022
The BLS publishes the CPI, the BEA publishes the PCE using the NIPA, markets expect hikes in bps from the FOMC, and investors say OMG. It all spells inflation—but in two different ways.