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Jim McDonald on Decisions ... When, and When Not, to Act

May 2, 2016: We've made two key investment decisions this year – maintaining our equity exposure despite the rough start to the year, and increasing our recommended exposure to emerging market equities. What was the decision process behind these moves?

Wealth Management Insights & Research

Gain insight into the rapidly changing financial landscape, and stay ahead of trends and developments with analysis and perspectives from our experts.

Bloomberg TV: Wise to Pause, Not Sell in May and Go Away

May 4, 2016

Katie Nixon, Wealth Management Chief Investment Officer, talks about her investment strategy as she expects better earnings in the second half of the year and her outlook for a slow rise in interest rates by the Federal Reserve.

WSJ: Getting Married? Consider These Financial Tips

May 05, 2016

John Voltaggio, managing director of Wealth Management, discusses the financial talks couples should consider before tying the knot.