X

Insights

November 22, 2019

Investors Want Shared Religious Values With Their Financial Advisor

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

October 29, 2019

Vaping and the Financial Markets commentary

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

October 3, 2019

Volatility in the Bond Markets Highlights Advantages for Municipal Bonds

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

October 3, 2019

Making the Switch

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

March 12, 2019

Implementing ESG in an Index-Based Framework

The different ESG implementation methods a custom passive investment strategy can offer institutional investors.
Read More

March 4, 2019

Retirement Investments Through a Different Lens

Explore retirement investments through the strategic perspective of Equity income and Fixed Income Products.
Read More

October 3, 2019

Volatility as an Asset Class

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

December 12, 2018

Pure Style Indices – A Unique Play on Factors

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

November 30, 2018

The Yield Curve and Its 3 Key Risks: Duration, Volatility and Credit

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

October 17, 2018

Investors, Advisors and Values-Based Investing

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