VIEWPOINTS: Joseph Keefe, CEO, Pax World Management LLC; Climate change is on the agenda again. With the concentration of atmospheric carbon dioxide surpassing 400 parts per million for the first time in human history, the Obama administration has begun to focus more on the issue.
The Notre Dame Tax and Estate Planning Institute takes place on October 27-28.Marty Shenkman, one of the conference's speakers, will be taking copious notes and will provide an overview of the Institute highlights....More
A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?...More
With health care, health insurance and pharmaceutical issuers representing approximately 10% of the high-yield index, our analysts are keeping a close eye on both regulations impacting the sector and the impending U.S. presidential election,...More
In this season of change, cut through interest-rate noise. Get past the chatter and learn how to potentially optimize clients' fixed-income portfolios for income, diversification, flexibility, and tax benefits....More