Commentary

Will Evergrande Take Down China and the World Markets?

For those who haven’t heard, global markets slumped yesterday as a Chinese real estate developer, Evergrande, was reported to be approaching bankruptcy. For many, this news brings to mind the great financial crisis of 2008.

Commentary

Monthly Market Risk Update: September 2021

U.S. equity markets continued to rally in August, with all three major indices setting new record highs during the month. We did see some midmonth volatility, but the Dow Jones Industrial Average gained 1.50 percent, while the S&P 500 experienced a 3.04 percent gain.

Video

Market Thoughts for September 2021

White Paper

Client Retention Checklist for Breakaway Advisors

You’ve put time and effort into cultivating great relationships with your clients. As you prepare to leave the wirehouse for independence, learn how to mitigate risk, announce your departure, and create a seamless transition process for your assets.

Commentary

Monthly Market Risk Update: August 2021

My colleague Sam Millette, manager, fixed income, on Commonwealth’s Investment Management and Research team, has helped me put together this month’s Market Risk Update.

Video

Market Thoughts for August 2021

White Paper

So, You Want to Break Away from Your Wirehouse—Now What?

Breaking away from your wirehouse is a life-changing decision. If you know it’s the best move for you and your clients, you’ve taken the first big step. We can help you with what comes next. Download our guide to learn about picking an affiliation model, choosing the right firm to partner with, and starting a new business.

Commentary

Is the COVID Recession Over?

Yesterday was an interesting day.

White Paper

Midyear Outlook 2021: The Long and Winding Road Back to Normal

What’s the story for the rest of the year? In his Midyear Outlook 2021, Commonwealth CIO Brad McMillan says it will depend on whether the economy can find its way through a maze of problems—including rising inflation, labor shortages, and supply-chain gaps. Despite these risks, we’ve made real progress, and a return to normal could soon be in sight.

Video

Market Thoughts for July 2021

Commentary

Midyear Outlook 2021: The Long and Winding Road Back to Normal

If we could travel back in time to the beginning of 2020, many of us would be surprised at how good things were.

Commentary

Will the Fed Sit Tight—or Tighten Policy?

The regular meeting of the Fed starts today.

Commentary

Looking Back at the Markets in May and Ahead to June 2021

May was another good month, albeit one with some ups and downs.

Video

Market Thoughts for June 2021

White Paper

Building a Brand Identity: A Checklist for Breakaway Advisors

Leaving your wirehouse for the independent channel means you have an exciting opportunity to redefine yourself, what you do, and who you serve. Let our checklist help you create a strong brand identity that resonates with your ideal clients and sets you apart from the competition.