Outperforming Benchmarks with Magnifi

It's no secret that the stock market has been on a roller coaster ride so far in 2020. From global trade tensions, to the COVID-19 pandemic, to record-setting unemployment and economic unrest at home in the U.S., there has been a lot to shake the markets this year, leaving them down more than 40% by late March.Read more


What is ESG Investing?

While the bottom line matters a lot in the corporate world, especially in the current corporate climate, it is not all that matters to investors. And companies are taking note of this trend. 

More and more, investors are putting their money in companies for reasons beyond simply financial performance. Increasingly, investors want to promote sustainability and social equity with their financial power, and they're doing it through so-called ESG investing (aka taking environmental, social, and governance factors into account). 

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Incorporating Income Strategies in Client Portfolios

With the current unpredictability and volatility of the stock market and the economy today, investors are scrambling to make sense of a coronavirus ravaged economy. Perhaps the biggest unknown for investors at the moment is when and how a coronavirus vaccine will be available to help the economy to recover.

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Choosing Core Bond Funds for a Model Portfolio

For many investors‚ and even for those with years of experience‚ selecting the right bonds for your portfolio can feel like a daunting task. If that sounds like you, bond funds could be the answer.

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