Articles

Credit Markets: Thanks to the Fed

For the first time in history, the Fed is buying corporate bonds. Credit markets participated in the overall market recovery in the second quarter, thanks in large part to the […]

July 17, 2020 | Fixed Income |

The Sentiment Virus

After a strong 2019, 2020 appeared to be a promising year.  Unemployment was at a record low, and wages were growing at a faster pace than almost any other time […]

April 14, 2020 | Economics |

Real Estate: Opportunity Amidst the Chaos

In recent weeks as financial markets reeled in response to ongoing coronavirus headlines, few asset classes were spared. Even parts of investment grade Fixed Income, the asset class intended to […]

April 11, 2020 | Real Estate |

Credit Markets: Unprecedented Volatility

During the worst first quarter in 124 years for equities, credit markets were not immune to the unprecedented volatility in capital markets due to the coronavirus outbreak. With a yield […]

April 10, 2020 | Fixed Income |

The CARES Act

               In response to the COVID-19 global pandemic, Congress passed the Coronavirus Aid, Relief, and Economic Security Act (CARES) on March 27th, 2020, a $2 trillion stimulus package – the largest […]

April 6, 2020 | Financial Planning |

Coronavirus: Market Volatility and Uncertainty

Market Impact: The S&P 500 closed the week of February 28 down 13% from its high. This may seem like a rude reminder that downside volatility exists in the market, […]

February 28, 2020 | Economics |

The Great Normalization

Over the past 20 years, a series of events starting with the bursting of the internet bubble led to the unprecedented environment we find ourselves in today.  We started with […]

January 15, 2020 | Economics |

FOMO – Battling Biases in 2020 and Beyond

As 2020 begins, the year may change, but human nature does not. Humans evolve and refine their thinking, yet common cognitive biases remain. This is especially true when markets are […]

January 15, 2020 | Global Equities |

The Long and the Short of It

In 2019, credit markets exhibited a high level of volatility due to a number of factors. Overall, our fixed income benchmark, the Barclays Aggregate Intermediate-Term Index, provided a total return […]

January 15, 2020 | Fixed Income |

Will the SECURE Act Affect You?

Individual Retirement Accounts (IRAs) have been modified many times since their introduction forty-six years ago in 1974.  Many of the changes have been beneficial – the contribution limits have increased […]

January 15, 2020 | Financial Planning |

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CATEGORIES

  • Global Equities
  • Economics
  • 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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