Market Research

Market Research

• Financial Markets Review & Outlook
  December 31, 2009
  Read our Investment Research Department's take on the current state of the economy, stocks, and bonds, as well as our outlook going forward.
• Mid-Cap Stocks — The Overlooked Capitalization Segment - Updated 12/31/2009
  Most advisors focus on diversifying equity investments by using large- and small-cap growth and value stocks and overlook mid-cap stocks. Learn more about the Mid-Cap Stocks.
• The Importance of International Diversification - Updated 09/30/2009
  While the benefits of diversifying among U.S. growth and value stocks are widely accepted, most investors don’t recognize that the same concept also applies to international stocks. This concise presentation illustrates the importance of diversifying in U.S.- and non-U.S.-equity markets to achieve an asset allocation strategy that better meets a client’s objectives. Download this presentation to use when discussing the topic with your clients.
• Incorporating Alternatives - Updated 12/31/2009
  For a while, alternative investment vehicles were considered appropriate for only very high-net-worth and institutional investors. Recently, private clients have been introduced to these alternative investment vehicles. Learn more about these strategies and investment vehicles.

Latest Chart Series

Chart Series 5

Municipal Bonds Remain Attractive
Updated 12/31/2009

Chart Series 4

Higher Yielding Corporate Bonds Remain Attractive
Updated 12/31/2009

Chart Series 3

Corporate Spreads
Updated 01/25/2010

Chart Series 2

Bear/Bull Market Rebound Update
Updated 12/31/2009

Chart Series 1

Low Quality Rally
Updated 12/31/2009