With 2021 coming to a close, and major tax code changes being debated in Washington, now is an opportune time to evaluate three powerful tax strategies, which could be advantageous […]

It was a volatile third quarter for credit markets. Interest rates continued to experience significant volatility in the third quarter with the benchmark 10-year U.S. Treasury bond beginning the quarter […]

How have our portfolios defended against recent inflation?  Is inflation or disinflation in our future? Recent inflation headlines have been startling: “Lumber prices spike to an all-time high,” “Oil prices […]

Through the first half of 2021, Natural Resources and Real Estate are amongst the best performing asset classes – we’ll look at what drove this performance and offer an outlook […]

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, […]

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 […]

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” […]

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 […]

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 […]

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 […]