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Gaining Perspective

Feb 27, 2019

Making sense of the complex global economic environment is essential for advisors, at least for the very important reason of being able to intelligently answer their clients’ questions. Today, the greatest uncertainties are in Fed policy, China and Brexit. We hear from Gene Tannuzzo, whose job it is to make sense of...


Feb 25, 2019

A compelling feature that draws investors to ETFs is “thematic investing.” We’ll discuss how it allows investors to target companies that are poised to benefit from structural shifts in technology, people, demographics and infrastructure development.


Feb 22, 2019

Sue Thompson oversees the distribution of the SPY ETF, which now has over $250 billion in assets. She discussed what SSgA is doing to ensure the SPDR product line is priced competitively.


Feb 22, 2019

Dividend growth strategies showed their worth during the most recent stock market turbulence. While the S&P 500® declined more than 8% in October and November last year, dividend growth strategies fared far better. And that wasn’t limited to the domestic large-cap stock universe. It applied to mid-cap and small-cap...


Feb 14, 2019

Robo advisors suffer from a common flaw, according to Zvi Bodie. They don’t use a “safety first” methodology and are exposing users to unnecessary risks.