Planning Perspectives

Our quarterly commentary on wealth management, financial markets, and applied behavioral finance. In-depth analysis that helps clients and professionals make informed decisions to meet financial challenges.

Planning Perspectives Downloads
Planning Perspectives 2nd Q 2017 Planning Perspectives Annual Market Review 2016 2016_3q_planning_perspectives_smart_beta
2017 2nd QDOWNLOAD 2017 1st QDOWNLOAD 2016 3rd QDOWNLOAD
2016-1Q_Planning_Perspectives_Year 2015-3Q_Planning_Perspectives width= Link to Planning Perspectives 2015-2Q document
2016 1st QDOWNLOAD 2015 3rd QDOWNLOAD 2015 2nd QDOWNLOAD
2015-1Q_Planning_Perspectives-Year-In-Review Link to Planning Perspectives 2014-4Q document Link to Planning Perspectives 2014 3Q Pt.1 document
2015 1st QDOWNLOAD 2014 4th QDOWNLOAD 2014 3rd QDOWNLOAD
Link to Planning Perspectives 1Q 2014 document 2014-3Q-Planning-Perspectives-Pt_1  
2014 1st QDOWNLOAD 2013 3rd QDOWNLOAD