2019 is expected to be an interesting year for fiduciaries. With complex challenges like Fed tightening, mounting political gridlock, rising trade tensions, and creeping recession risks on the horizon, the markets may get rocky. If one thing is certain in a volatile, late-cycle market environment, it’s that even when an investment service or solution has worked well in the past, it pays to be proactive, not complacent, going forward.

This paper discusses five strategic questions you should address now to retain control and position yourself for investing success in 2019.

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