Erin Orekhov, Head of Client Portfolio Management, and Eric Stein, Chief Investment Officer, discuss the nomination of Kevin Warsh as the next Fed Chair.
Screening for high levels of excess capital is a good starting point for finding winners—but persistent stock picking comes from fundamental analysis to identify companies that best use their dry powder.
The start of a new year is a natural time to reassess your DC plan’s effectiveness. But rather than chasing the latest trends, the most impactful improvements often come from building on what already works.