In this, our second in the series on factor investing (you can find the first blog here), we dissect the return premium inherent in small cap stocks.
FTSE Russell provides a series of U.S. equity indexes that are commonly used benchmarks for both active and passive investors. ...
After concluding my second quarter client meetings, I was surprised by the number of clients who wanted to discuss how their ...
A strong U.S. economy gave the Federal Reserve confidence to raise interest rates again in June to a new target range for the fed ...
We’re excited to share with you that we have moved to a new office location in the U.S. Bancorp Tower in downtown Portland! As ...
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Some of you may be fatigued by the term “fiduciary rule” and rightfully so because the saga of the Department of Labor (DOL) ...
My colleague, Erik Daley, recently wrote a blog on the trends we are seeing in recordkeeping fees. Every year during the second ...
Last month I wrote a blog about new guidance the Department of Labor (DOL) issued regarding economically targeted investments ...
Firmwide we completed our annual review of retirement plan costs, benchmarking them against our peer ranges. Yet again, prices ...
Back on May 31, I wrote a blog post relating to the 19 class action cases brought against higher education institutions. That was ...
Occasionally, we are asked about the use of custom portfolios, whether target date or target risk portfolios, for use in defined ...