Featured Insight
Discussing Strategies for Maximizing Retirement Income
Happy Veterans Day: A Celebration of Service
This Veterans Day, Commonwealth celebrates all of those who have served our country—including one of our very own.
Culture & CommunityEvaluating the Cost of Doing Business: Wirehouse Vs. Independence [Infographic]
If you're thinking of leaving a wirehouse, you need to know what it will cost. Check out our infographic to evaluate whether independence is right for you.
Marketing & Practice ManagementTelling Your Brand Story . . . for the First Time
If you're a breakaway financial advisor, telling your brand story for the first time is an exciting opportunity. But where do you begin?
Marketing & Practice ManagementBreaking Away from the Wirehouse: Pros and Cons
Do you want to be a business owner? We look at the pros and cons of breaking away from the wirehouse to become an independent financial advisor.
Marketing & Practice ManagementPeak Globalization or Peak “Chinaization”?
How might the global trade and supply chains be reimagined when we emerge from the pandemic-induced crisis? Here's an analysis.
Market & Economic PerspectivesHow to Talk to Your Clients About Student Loan Debt
Managing student loan debt is a major concern for many clients. Fortunately, there are effective programs that provide relief for borrowers.
Wealth Planning & InvestingEstate Planning with Intentionally Defective Grantor Trusts
Learn the ins and outs of intentionally defective grantor trusts, along with the advantages they offer for clients and their beneficiaries.
Wealth Planning & InvestingHow to Deal with the End of the Stretch IRA
The SECURE Act spelled the end of the stretch IRA. Now what? Learn 7 strategies for helping clients navigate this change.
Wealth Planning & InvestingThe Third Wave of COVID-19: Have the Facts Changed?
As we enter the third wave of the coronavirus, the facts have changed. So what does this mean for investors?
Market & Economic PerspectivesKnowing When to Worry About the Deficit and the Debt
The deficit and debt are not an immediate problem, but beware these warning signs that the tide is shifting.
Market & Economic PerspectivesWhy It’s Time to Take a Look at Gender Lens Investing
Could taking a closer look at gender lens investing reveal that investing in women is simply smart economics?
Wealth Planning & InvestingDoes Politics Affect the Economy?
Does politics affect the economy? Commonwealth CIO Brad McMillan casts his vote.
Market & Economic Perspectives