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During this time of uncertainty, market volatility and unprecedented policy change, it’s important that you base your decisions on accurate data. To help you make informed decisions to support your goals, we’re bringing the latest insights from our top investment and financial planning experts right here.

Economic & Market Research

Key Private Bank Investment Brief

The global spread of COVID-19 has caused significant market movements and uncertainty among investors.

Your investment brief houses our experts' latest analysis and strategies for navigating the turbulence created by the outbreak—keeping you updated on our thinking and how these changes might impact your portfolio.

August 2020
Economic & Market Research

Key Questions: How Has Our View on Gold Evolved?

In our Key Questions article, "Is All That Glitters Truly Golden?" last October, we expressed our view that gold does not merit inclusion in a strategic asset class framework. We took that position primarily because, unlike stocks and bonds, gold does not offer a stream of cash flows (e.g., dividends and earnings) one would use to estimate its value.

August 2020
Coronavirus

PinnacleCare Medical Intelligence Report

The COVID-19 pandemic has exposed the gaps in our personal and family healthcare strategies. In a time of uncertainty, it can be stressful to make informed strategic decisions for your family and loved ones when flooded with information from various sources.

August 2020
Economic & Market Research

Key Questions: Will the Presidential Election Be Delayed?

It would not be an exaggeration to say that the United States was in a state of disarray following the Civil War. Economic booms and busts ensued all too frequently due, in large part, to a series of missteps to reunite the nation.

August 2020
Economic & Market Research

Key Questions: What Does the Future Look Like for Higher Education?

The college experience of the past might never look the same, and the divide between the haves and have-nots may only grow wider as a result.

July 2020
Economic & Market Research

Key Questions: Will Schools Open and What Happens if They Don’t?

Seventy-seven million. That’s the number of Americans (mostly children) enrolled in school. Of this total, three-quarters attend elementary, middle, and high schools, and 20 million others are enrolled in a college or university.

July 2020
Economic & Market Research

Key Questions: Who Wins and Loses in a Post COVID-19 World?

COVID-19 has caused a foundational shift in the U.S. economy, causing consumers to change their approach to spending. Consumers are placing value on technology, convenience, speed, health, and safety.

July 2020
Coronavirus

2020 Financial Planning: What Role Should Cash Play in My Wealth Plan?

Cash isn’t an afterthought, something that remains when all the other asset allocation decisions are made. Even experienced investors can wind up with too much or too little cash—balance and diligence is key.

July 2020
Economic & Market Research

Key Questions: Is the Bounce in European Equities Believable?

Over the past several years, European stocks have trailed their US brethren by a considerable margin. This underperformance trend extended into 2020: European equities lagged US equities by a full ten percentage points from the beginning of the year through mid-May.

June 2020
Economic & Market Research

Key Questions: Has Irrational Exuberance Returned?

Exuberance is evident, and while not all of it is irrational, some investors may be overly confident of the long-run economic outlook.

June 2020
Economic & Market Research

Key Questions: You Bought Which Stock?!

I want to introduce you to my long-time friend Pete. Pete is a good guy and knows a lot about a lot of things, which makes him a great conversationalist and a fun person to be around. Professionally, Pete earned his engineering degree from a leading university and has enjoyed a successful career in the healthcare sector.

June 2020
Economic & Market Research

Key Questions: Wait... What Happened to the Payrolls Report?

Last week, it was revealed that US payrolls in May increased by 2.5 million. Ahead of the announcement, forecasters were anticipating that payrolls would decrease by roughly 7.5 million, translating into a forecasting error (albeit a positive error) of approximately 10 million jobs.

June 2020