Publications

To Annuitize or Not, That Is the Question

For retirees, choosing the most optimal pension option deserves a rigorous analysis. For many employees in the public and private sector who are facing the prospects of an imminent retirement, […]

July 19, 2021 | Financial Planning |

Credit Markets: Transitory or Non-Transitory Inflation?

Bond investors are not too concerned about a persistent increase in inflation. Much ink has been spilled over the past quarter on inflation, which has clearly made a resurgence as […]

July 19, 2021 | Fixed Income |

SPACs, CRYPTOs, NFTs, and IPOs: 2000 Déjà Vu and What They Mean for Your Portfolio

Recently, it seems like every day we read a headline about a new SPAC, crypto coin, NFT, or IPO that doubles in value in practically minutes.  Many of these “investments” […]

April 14, 2021 | Investment Commentary |

Let’s Get Fiscal

The equity market is not the only thing hitting an all-time high. US federal debt held by the public ended 2020 at $21 trillion, up from $9 trillion at the […]

April 14, 2021 | Economics |

A Look in the Rearview Mirror

While I could say that this past year has been a rollercoaster, that doesn’t quite capture the true depth and range of emotions experienced over the last 13 months. A […]

April 14, 2021 | Financial Planning |

Credit Markets: Strong Economic Growth and Inflation Ahead

Bond yields rose dramatically in the first quarter as investors began pricing in the likelihood of the strongest economic growth in the U.S. and globally in decades and corresponding inflation […]

April 14, 2021 | Fixed Income |

Responsibly Investing in the Energy Transition

The world is wisely transitioning from reliance on fossil fuels for energy to more renewable sources. Transitions often present investment opportunity. And we believe the energy transition will prove no […]

March 9, 2021 | Natural Resources |

Investing in Innovation – The Promise and The Perils

There is no denying that electric vehicles (EV) are on the precipice of changing the world of mobility. The disruption brought by this change will likely crown new industry leaders […]

GameStop: To the Moon … and back

The remarkable rise and fall of GameStop (GME), a distressed video game retailer, has been nothing short of extraordinary.  Echoing the speculative flurry of past bubbles, GameStop rallied from under […]

February 3, 2021 | Economics |

A 2021 Equities Preview. The Questions to Consider Entering the New Year.

The past year will arguably be viewed as the most unique year for equities in our lifetime.  The year started as a promising one for equity markets.  The global economy […]

January 15, 2021 | Investment Commentary |

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CATEGORIES

  • Global Equities
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  • 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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