Is the Market Back to Normal? Q2 2021 Fund Flows

With increasingly available vaccines, businesses reopening, and most people eager to get out of their homes, Q2 saw a dramatic rise in the S&P 500, up 15.25% in 2021 through June. Meanwhile, the Bloomberg Barclays US Aggregate moved higher from its 2021 low but was still down 3.21% at the midway point of the year. … Continued

2008 vs. 2020: What Happens When the Federal Funds Rate is 0%?

During each of the fourteen Federal Open Market Committee meetings from March 2020 through June 2021, Chair Jerome Powell and committee members have decided to leave the federal funds rate unchanged, at a target range of 0% to 0.25%.  With inflation on the rise and unemployment falling, the Fed instead revealed their plan to increase … Continued

Today’s Wholesaler — An Asset, Guide & Consultant to Advisors

As the asset management industry continues to evolve, so do advisors’ expectations of the mutual fund wholesaler. With an emphasis on their fiduciary responsibilities to their client, financial advisors seek to provide the most value possible in a growing competitive landscape. While there are intricacies depending on your function as either a central office internal … Continued