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Featured Perspectives

BLOG: The Right Way to Communicate in a Crisis

You can’t control volatility, but you can control how you lead clients through it. Guiding them with a proactive communication strategy will change the way they see you and your firm, building loyalty that will pay off throughout the life of the relationship.
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The Impact of Currency Fluctuations on International Investments

Currency can have either a positive or negative impact on returns, but it always adds a layer of potential volatility. This new perspective explains currency risk and the impact it has on international companies and investor returns.
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Investment Essentials

We have designed our Investment Essentials program to provide you with the basics of investing. Equipped with this knowledge, you can have better conversations with your financial advisor and, potentially, find better solutions to your investment needs.
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Keep Calm and Remain Diversified

A short- and long-term review of the power of diversification.
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Rebalancing International Equities: What to Know. What to Consider.

Given the lessons of market history, the question is not if international equities will outperform their U.S. cousins, it is when. Consistently rebalancing your portfolio is key.
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Think Small: International Small Cap Offers Big Opportunities

Market inefficiencies in international small cap have allowed active managers to add meaningful value. Historically, adding small cap to an international allocation would have boosted returns with only a minor impact on volatility.
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