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Investments

4Q17 CIO Commentary

4Q17 CIO Commentary

In this quarter's CIO commentary, we discuss tax cuts, international equity outperformance, the flattening yield curve, full employment, and the disappearance of the economic output gap.

Swensen Talks Shop

Swensen Talks Shop

There are few investors with a better long-term track record than David Swensen, the chief investment officer of Yale's endowment since 1985 (approximately 13.5% annualized). So when Swensen sits down to talk about how he achieved his long-term investment success and about how he views today's investment risks and opportunities, I listen with full attention.

We Answer Zweig's 19 Questions

We Answer Zweig's 19 Questions

The Wall Street Journal's Jason Zweig writes "The burden of finding someone who will act in your best interest is on you. That means asking an adviser the right questions (and listening for the best answers). I encourage you to clip or print out this column and bring it to your next meeting with your financial adviser."

We answer Zweig's 19 questions.