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 […]

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 […]

In this article, we discuss the long-term advantages of being a style agnostic manager. The investment management industry tends to assign labels to firms, placing them in various “style boxes.”  […]

After years of strength, is the U.S. dollar poised for a fall? The U.S. dollar has been in a sustained uptrend over the past decade, contributing to persistent underperformance across […]

On occasion, accelerating income taxes can make sense. For many people, the confluence of the global pandemic and subsequent economic recession has potentially caused the following: employment termination, reduced hours, […]