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Key Takeaways from a Year of Surprises

Looking back, 2017 reinforced a key lesson for investors: While one can realistically gauge the prospects for long-term returns, markets often behave unpredictably in the short run. Fortunately, 2017 was a year of upside surprises—though it also reminds us of the need to prepare for a wide range of scenarios.

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Broaden Your Horizons

Planning

Broaden Your Horizons

Stock returns this year show that non-US investing has become a popular destination. Yet allocating between US and international equities should hinge on a longer-term rationale, and we believe the case for international investing remains compelling.

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REDUCED SPEED AHEAD

Capital Markets

REDUCED SPEED AHEAD

The markets surged in 2017, but our outlook for 2018 is cautiously optimistic that the rally may continue.

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Investments

The Case for Integrated, Active Wealth Management

There’s a dizzying array of firms and people providing wealth-management services, yet to most investors, they all look the same—because most of them do indeed share a common approach: They outsource the investment management of client portfolios to other firms.

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Capital Markets

January CMO: 2018 Surprises We Wouldn’t Be Surprised By

After a strong 2017, most on Wall Street are expecting 2018 to be a year of moderation. Notably, this consensus is fairly widely held. But what happens when unexpected events surprise the markets?

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