The Big Picture
JUNE 21, 2025
The weekend is here! Pour yourself a mug of Colombia Tolima Los Brasiles Peaberry Organic coffee, grab a seat outside, and get ready for our longer-form weekend reads: • The Great Egg Heist : 280,000 eggs disappeared from America’s top producer. Then came a ransom note. ( Washington Post ) • The Definitive, Insane, Swimsuit-Bursting Story of the Steroid Olympics : At first it was dismissed as a crazy joke.
Advisor Perspectives
JUNE 21, 2025
At Parametric, our years of experience have taught us that markets can swing up and down quickly and without warning. Since no one can time these swings, we believe it's imperative to seek both loss harvesting and benchmark tracking simultaneously.
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Advisor Perspectives
JUNE 21, 2025
The Federal Reserve held rates steady today, while also projecting slow economic growth, higher unemployment, and higher inflation. And while the Fed signaled that two further rate cuts are still their base-case for the remainder of 2025, the timing of those cuts remains up in the air.
Advisor Perspectives
JUNE 21, 2025
Fixed-income investors concerned about tariffs and US exceptionalism may find opportunities in hedged global bonds.
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Automation generally supercharges any process and brings its value to the forefront. See how infusing automation such as ART (our month-end close solution), into your close can get you to the next level of closing. We will share a live demo of SkyStem's solution, ART and share the key elements of month-end close automation. Through ART, we'll take a look at: What month-end close automation entails Which process steps can and should be automated Benefits of achieving process automation, and Why i
Advisor Perspectives
JUNE 21, 2025
A 529 plan is a popular tool for saving for college expenses. When it comes to who maintains control over the 529 plan’s assets, in most cases, it’s the account owner. This is often a parent or grandparent. The owner also has the ability to make investment choices and manage withdrawals.
Advisor Perspectives
JUNE 21, 2025
On Monday, Tortoise Capital expanded its fund library with the launch of the Tortoise Energy Fund (TNGY). Formerly a mutual fund, the Tortoise Energy Fund is now an ETF available on the New York Stock Exchange.
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