• I have had the opportunity to manage investor savings over the course of seven presidential election cycles. Today, and every other fourth presidential election year, the most common question posed to my office is:"How is the Presidential election going to impact my investments?"Anyone who knows me, understands that there are
  • What’d be the impact of a Democratic sweep? What if Congress remains divided? Healthcare Policy Analyst Chris Meekins, Institutional Equity Strategist Tavis McCourt, CFA, and Washington Policy Analyst Ed Mills detail how three potential outcomes could affect the industry.Over the last 40 years, the healthcare sector has usually outperformed the
  • If no candidate secures 270 votes, who becomes the next U.S. president?Although it’s improbable, a 269-269 Electoral College split – in which no candidate receives the necessary 270 votes to be elected president – is a distinct possibility.In the case of the 2020 election, this could be possible if Michigan,
  • Making a difference can start with how you live your everyday life.When you think about your legacy, perhaps you hope to one day be described as a philanthropist. You don’t have to be Bill Gates to earn that title, though: All those passionate about making a difference can claim this
  • How to have a valuable family conversation about your estate.Talking to family members about estate planning and legacies can be uncomfortable. These discussions, however, are an important way to share your choices with your children and prepare them for their financial futures.Here are a few suggestions to help you broach