International stocks are off to their best start to a year in a quarter century, supported by pro-growth policy shifts. Get this client-friendly chart to learn more.

An overview of Repurchase Agreements and how they are used in Money Market Funds.

Worried about your client’s mega-cap stock concentrations? Consider complementing their holdings with fundamentally weighted index strategies. Learn more.

Advisors are often tasked with helping clients diversify their concentrated stocks positions. Direct indexing offers customization and tax-efficient investing to potentially help mitigate portfolio concentration risk. Learn more in this article.

Given the clouded outlook for 2025, now might be a good time to ensure that your clients are sufficiently allocated to bonds. This chart could help start the conversation.

In this video, John Greves and Som Priestley delve into capital market expectations and explore strategies for approaching asset allocation within multi-asset portfolios to help advisors navigate the challenges and opportunities of 2025.

Questions about municipal market credit conditions have arisen amid the fallout from the 2024 elections. We explore these topics through a credit lens in this white paper.

Do your clients need some diversification from U.S. stocks? Consider international equities, which have performed well since the current bull market began in late 2022.

Learn why it's critical to have a more complete perspective of the risks inherent in municipal money market funds.