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