Q318 Quarterly Context Video


Lessons learned from the Global Financial Crisis… a 10-year anniversary view. The economic expansion continues, but with concerns. Are there patterns between the current market and the dot-com bubble? It can be comforting to see the average return and length of up markets vs. down markets. What is “consumption smoothing” and how it helps retirement planning? The hidden benefits of “tax loss harvesting.” For fiduciaries… How to make investing easy for 401k plan participants. What “governance alpha” is and why it matters more than investments. That and more in the Q318 Quarterly Context video…

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