Articles

Which Fed Mandate Will Win?

The Federal Open Market Committee (the Fed) is in a tough position. Core inflation, which excludes volatile food and energy prices, has fallen dramatically and is now approaching its long-term […]

July 12, 2025 | Economics |

Tariffs and the Market

Since invoking the International Emergency Economic Powers Act (IEEPA) on April 2nd, 2025 (“Liberation Day”), President Trump has overseen the most dramatic shift in U.S. trade policy since the Smoot-Hawley […]

July 11, 2025 | Global Equities , Economics |

A Test of Independence: Can the Federal Reserve Survive Pressure from the White House?

Fixed Income performance in the first half of the year was solid yet tenuous. Interest rate volatility hit a two-year high in April as the threat of tariffs and trade […]

July 10, 2025 | Economics , Fixed Income |

First Look: The One Big Beautiful Bill Act (“OBBBA”)

After much political jostling, deliberation and negotiation, the One Big Beautiful Bill Tax and Spending Act (OBBBA) passed through the budget reconciliation process with a simple majority and was signed […]

July 9, 2025 | Financial Planning |

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 |

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CATEGORIES

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