White Papers

Read detailed reports related to financial market trends and opportunities.

Path to Growth is Paved with Intention
February 12, 2025

In this white paper, we showcase how female business leaders at growing Hightower advisory practices have personalized the wealth management process to provide women of all types with the specialized services they seek. The paper highlights the specific strategies that contributed to growth.


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The January Sharpe Report
February 12, 2025

January was a volatile month for investors. Fears of inflation returning, presidential executive orders, and new thinking around AI and capital expenditures had markets fluctuating. Overall, economic data continues to be robust with a healthy labor market, disinflation, and a spending consumer. Equity market participation broadened, and 2024 laggards such as healthcare, materials, and energy saw a turnaround.


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Hightower Investment Solutions: 2024 Recap and 2025 Outlook
January 15, 2025

2024 was highlighted by lower inflation, strong earnings growth, a robust consumer, and declining interest rates. Market participation broadened relative to 2023; the technology sector contributed 43% to the S&P 500's total return in 2024, compared to 55% in 2023.


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The December Sharpe Report
January 15, 2025

Economic activity expanded in December, ending 2024 on a high note. Third-quarter GDP was revised higher to 3.10%, job gains in November rebounded from October, and weekly jobless claims remained muted, averaging 226K/week.


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U.S. Presidential Elections and Financial Markets Don’t Repeat, But Often Rhyme
Sept 23, 2024

Following 2016 and 2020, it would have been difficult to predict a more controversial, quickly evolving presidential cycle, but it appears 2024 is shaping up to do just that. With the velocity of information, news outlets are quick to project, pushing the line with partisan narratives and looking to stir division among American voters.


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Hallmarks of a Crisis-Proof Business
Feb 07, 2022

According to the Investments & Wealth Institute 2021 Investor Report, a sizeable 82% of wealth management clients surveyed indicate that the pandemic has impacted what they feel is important or how they view the future. This shift in mindset is coinciding (or perhaps driving) growing dissatisfaction with financial advisors — particularly among ultra-high-net-worth clients.


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Beyond the Paycheck
Sep 28, 2020

At some point in time, many financial advisory business owners will find themselves at a crossroads. Whether it is looking for ways to grow their businesses, feeling overwhelmed by the day-to-day tasks that may distract them from client-servicing or are thinking about succession planning, take a deeper look into the emotional aspects of selling your advisory business.


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