Wealth Management Daily Memo

NOVEMBER 16, 2021

INDUSTRY

Hightower Makes Hybrid Work Permanent

Diana Britton

Hightower will shift to a 50/50 hybrid working model early next year for its over 200 corporate employees; it's also giving its staff more paid time off, expanded parental leave benefits and the chance to work from anywhere for four weeks a year.

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EQUITIES

Seven Things the NBA Can Teach Us About Investing

Vinny Yu

Building a championship roster is a lot like maintaining a successful portfolio.

SPONSORED CONTENT

What’s the Best Way to Maximize the Tax Benefits of Charitable Giving?

Sponsored by Parametric

Is it better to donate cash or stock? Here's a look at the after-tax benefits of both methods—plus a third option you may not have considered before.

ETFS

2021: The Year of Factor ETFs

Sean O’Hara

In times of great volatility, a factor-based approach has the potential to shine.

REAL ESTATE

After a Rough September, REITs Bounce Back

David Bodamer

After a strong month of total returns in October, publicly-traded REITs are now up more than 30% year-to-date.

SPONSORED WEBINAR

Federal Reserve Monetary Policy & Equity Market Returns

Sponsored by UBS

Join on Wednesday, Nov. 17th as expert presenters discuss key stock ratios connecting Fed monetary environments and drivers of equity returns, and analyze the active yet rules-based Invest with the Fed index methodology.