Green Shoots in the Bond Market

by Mike Wedekind, Investment Analyst, Envestnet PMC on
In September, scientists from the National Oceanic and Atmospheric Administration (NOAA) announced that in 2018, Earth’s atmospheric concentration of carbon dioxide (CO2) averaged 407.4 parts per million (ppm). According to NOAA, this represented the highest concentration of CO2 in the atmosphere for at least the last...

Social Security Facts for 2019

by Tom Brown on
As of December 2018, more than 43.7 million retired Americans collected Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is much more than...

The Unending Brexit Drama

by Dan Horman, CFA, Research Analyst, Envestnet PMC on
Has any political referendum led to more consternation and hand wringing than Brexit? Nearly three and a half years after the United Kingdom voted to usher in a new epoch in European history, we still do not have a clear...

October Monthly Recap

by Nathan Behan, SVP Investment Analyst, Envestnet PMC on
The domestic equity markets returned to a more risk-on posture from the more defensive tone of the previous month. Interest rates were cut for a third consecutive time, planned tariffs on Chinese goods were postponed, and Brexit was...

Planned Giving Goes Further

by Tom Brown on

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise...

Why Financial Literacy is Important

by Tom Brown on

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions, budget your money properly, adequately save for college, and be financially prepared for retirement. While it may sound daunting, financial...

ESG Entering the Mainstream

by Ramasubramaniam, CFA, Envestnet PMC on
Funds that focus on environmental, social, and governance (ESG) advancement attracted about $8.9 billion worth of net inflows during the first six months of the year, according to data from Morningstar. That is more than a...

Beta Shifts, P/E, and a New “New Normal”?

by Beau Noeske, CFA, VP, Senior Investment Analyst, Envestnet PMC on
We learned in Finance 101 that beta is a metric designed to gauge sensitivity. A stock with a beta of 1.50 relative to the S&P 500 Index should, on average, gain or lose $1.50 for every $1 gained or lost by the index. Growth stocks, which often have relatively high...

September Monthly Recap

by Alfie Manuel, Investment Analyst, Envestnet PMC on
September lived up to its reputation of being one of the most eventful months of the year, from both a monetary policy and geopolitical headlines perspective. Political discord, trade rhetoric, and the Federal Reserve’s (the Fed) policy comments on...