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U.S. Equities

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road through the forest

Growth vs. Value Equities Insights: 3Q | 2019

Explore timely insights on growth vs. value. We evaluate historical data and statistical relationships to identify drivers or signals related to performance.
U.S. Equities
asset allocation and equity risk

U.S. Equity Risk Insights: 3Q | 2019

Explore timely insights on equity risk. We evaluate historical data and statistical relationships to identify drivers or signals related to performance.
U.S. Equities
dominos in a row

Small-Cap & Mid-Cap Stocks Require a More Selective Approach

We believe it is important that investors today take a more selective approach to small-cap and mid-cap stocks, often referred to as “SMID-cap” stocks, given elevated levels of low-quality debt.
U.S. Equities
looking at the road ahead investing for dividend growth

Actively Investing for Dividend Growth

Why focus on dividend growth? Dividend growth signals the financial strength of a company and shows that a company has sufficient earnings to support dividend increases.
U.S. Equities
sailboat in the sea

The Unique Positioning of Mid-Cap Investing

By not participating in the mid-cap arena, investors are potentially missing out on a major portion of the market. Are you overlooking opportunity?
Portfolio Construction, U.S. Equities
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