Just before breaking for the holidays, Congress passed the $900 Billion Coronavirus Response and Relief Supplemental Appropriations Act of 2021 to help households, retirees, small and large businesses, and to […]

As much as most would like to forget about 2020, it was a year to remember for the fixed income markets. From the historically aggressive monetary policy of the Federal […]

Since bottoming at a close of 0.54% on March 9, 2020, the 10-year US Treasury yield has slowly and quietly risen nearly 70% to 0.89% as of this writing. With […]

The financial media has recently begun to focus on the ongoing rotation from U.S. growth stocks to U.S. value stocks. Specifically, a rotation out of high valuation, momentum growth companies. […]

We examine four possible Presidential election outcomes and the effect on our portfolios. Every four years, as the presidential election approaches, there is typically a certain level of anxiety investors […]

In this article we examine the interplay of markets, the economy, and volatility. Layoffs. Bankruptcies. Vacancies. Despite persistent negative economic news, financial markets have rallied. This disconnect can cause confusion. […]

A prescription for year-end financial planning. Welcome to October 2020, month seven in what some are calling the New Abnormal.   Like many people, I’m growing a little tired of my […]

The Federal Reserve announced a significant change in policy during the quarter. The biggest news during the third quarter for credit markets came in late August with Fed Chairman Jerome […]

This whitepaper discusses why, after a period of significant outperformance by U.S. equities, we believe a broadly diversified portfolio of multiple asset classes is destined to outperform a portfolio of […]

Regardless of who wins the presidential election, tax rates are likely to increase. The election in November may prove to be one of the most consequential in modern history. With […]