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Client Communications & Business Development

In-depth investment research and commentary from Litman Gregory and our Research Alliance

Feb 05, 2020 Research Alliance 5 Ways to Build Your Business This Year—Thornburg

Better ways to connect with Millennials to boost your practice.

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Oct 25, 2018 Research Alliance Why Donating Stock to Charity Beats Giving Cash—Parametric Portfolio Associates

Selling securities to fund end-of-year charitable donations? Why donating stock instead may save you more in taxes—and help you give an even bigger gift.

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Aug 27, 2018 Research Alliance Bridging the Generation Gap—Parametric Portfolio Associates

Younger generations are increasingly asserting their responsible-investing principles. Their parents may or may not like what it means for the family’s portfolio. Is there a way everyone can win?

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Aug 03, 2018 Research Alliance Centralized Portfolio Management: The Power of One—Parametric

More isn't always more, especially when it comes to portfolio managers. Multiple managers can introduce redundant trades, greater turnover, and reduced tax efficiency.

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Mar 08, 2017 Research Alliance For Women Investors: Your Life

MainStay Investments: You may not consider yourself to be the only—or even primary—financial player in your family. But did you know that most vacation, home improvement, and car-buying decisions are made by women? Your life and your finances intersect in more areas than you might imagine.

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