No Need To Panic

Over the past several months PWA Wealth Management has undergone an extensive review of our investment management and client service capabilities.  One outcome of that review is our desire to provide you with timely commentary on economic and market activity, as well as keeping you more apprised of our thinking regarding the data.  We want you to know how we […]

Strategies for a low-growth world

Fear and demographics can be powerful drivers. Investors who remember the financial crisis fear a repeat performance. Understandably, they want stability. At the same time, demographic changes in developed markets are creating enormous pressure to deliver income on clients’ assets. Given stubbornly low interest rates and anemic global growth, most traditional investment strategies will be challenged going forward. A diversified […]

How New NextShares Will Trade

In the coming months, several well-known asset management firms will launch Nasdaq-traded funds that use a new investment structure known as NextShares. These exchange-traded managed funds will allow active portfolio managers to continue managing assets the way they do in conventional mutual funds, while providing investors the tax advantages and structural efficiencies of ETFs. One of the key features of […]

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