Discussions about religious values are often avoided in business settings, but recent data shows that avoiding the topic as a financial advisor could hurt your business. Read More
Tobacco and Cannabis have long been two hot button topics in the responsible investing space. But recent headline grabbing news has forced many Americans to confront uncomfortable facts Read More
This white paper discusses historical trends in the municipal bond markets. However, there is no guarantee that markets will perform similarly in the future. Read More
A diversified portfolio utilizes different sectors and asset classes to help meet an overall financial objective. At Crossmark, our clients allocate their funds to our fixed income products for three reasons: Read More
Volatility has existed since the advent of free markets. However, it was difficult to measure and track due to technological shortcomings. This changed when the Chicago Board Options Exchange® (CBOE®) created Read More
Most of the investing world is familiar with the concept of style investing: the process of allocating a portfolio towards growth, value, or core holdings. Active managers accomplish this by purchasing growth Read More
With the current flattening of the US yield curve to around 20-30 bps on a constant-maturity Treasury (CMT) basis and to 10-20 bps on a US Swap rate basis, a lot of economist, investor, and media attention has Read More
We conducted a nation-wide survey of high net worth investors to get to the core of this question - how much do investors know about values-based investing approaches? Read More
