Publications

Estate Planning Strategies to Consider in a Bear Market

After an auspicious 2024 campaign, the S&P 500 entered bear market territory right after the end of Q1. Adding insult to injury, last year’s most universally loved sectors of the […]

April 12, 2025 | Financial Planning |

Rate Locked: Navigating the Gridlock in U.S. Housing

The U.S. housing market has been stuck in neutral for quite some time. After a short burst of enthusiasm in the years following the pandemic, momentum has slowed considerably. While […]

April 10, 2025 | Real Estate |

U.S. Bond Markets Search for an Equilibrium

The first three months of the new administration have come and gone. While it has become evident that many components of the U.S. political economy are subject to change, that […]

April 9, 2025 | Fixed Income |

The S&P 500 Concentration

The past twenty-five years have been marked by asset bubbles, a global financial crisis, multiple bear markets, and rock-bottom interest rates for nearly half of the time. As we enter […]

The Artificial Intelligence Era

Artificial intelligence (AI) was a 2024 leadership theme across asset classes. Whether it was data centers in real estate, energy assets powering data centers in natural resources, semiconductor companies fueling […]

The Rates They Are A-Changin’

Rising yields in the fourth quarter of 2024 have become a defining feature of the market landscape entering 2025. The 10-Year Treasury yield rose nearly 1.00% to end the year, […]

January 11, 2025 | Fixed Income |

Put Your Financial House in Order: A New Year’s Resolution You Can Keep

As the new year begins, it’s the perfect time to reflect on your financial situation and make meaningful resolutions that will set you up for success. Organizing your financial house […]

January 10, 2025 | Financial Planning |

Three Reasons Why the Fed Continues to Be Late

Last month, the Federal Reserve Board of Governors made the splashy announcement of a 0.50% cut to the Federal Funds rate, lowering the target rate to 5.00% from a peak […]

October 18, 2024 | Economics |

The 2024 Election: Taxes, the Economy, and the Market

As we approach the November elections, uncertainty looms over the markets and the economy. While elections always bring a degree of unpredictability, this year’s contest between Vice President Harris and […]

October 17, 2024 | Economics |

The FOMC Turns the Page on Inflation

I would describe the third quarter of 2024 with an adjective that is rarely associated with fixed income markets: exciting. Starting in early summer as inflation waned and labor markets […]

October 16, 2024 | Fixed Income |

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CATEGORIES

  • Global Equities
  • Economics
  • Alternative Investments
  • Financial Planning
  • Real Estate
  • Natural Resources
  • Fixed Income
  • Investment Commentary

Authors

  • Aaron Szager, CFP
  • Alexandra Sandberg, CFP®, ChFC®, ECA
  • Ben Viemeister, CFA
  • Charles Osborne
  • Chuck Else
  • Dan Haut, CFP®, CIMA®
  • Jack Fagan, CFA
  • Jason Rodnick, CFA
  • Jay Skaalen, CFA, CFP®
  • Jim Baer
  • Justin McNichols, CFA
  • Karen McMillan, CFP®
  • Tom Piro, CFP®, Enrolled Agent
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