Insights

Perspectives

The High-Grade Bond Market Today: Compressed Yields & Longer Duration
Bonds

The High-Grade Bond Market Today: Compressed Yields & Longer Duration

Since the Global Financial Crisis, changes in the U.S. high-grade bond market are exposing passive fixed income investors to a heightened level of risk.

September 16, 2021 4 min read
The World is Uncertain, Just Look at Earnings Expectations

The World is Uncertain, Just Look at Earnings Expectations

It’s no secret that more stable earnings and dividends are what we strive to seek over the longer term for our investors.

September 07, 2021 4 min read
The Recession Is Officially Over. Now What?
Recession Over

The Recession Is Officially Over. Now What?

Stocks are always subject to temporary corrections and, even worse, to bear markets in which the decline in the market is 20% or more.

August 02, 2021 6 min read
Inflation Update: Keep an Eye on Velocity
shutterstock_1793987290

Inflation Update: Keep an Eye on Velocity

The inflation debate is front and center right now in the financial markets.

May 31, 2021 4 min read
Monetary and Fiscal Policy: A Big Shift
Money and fiscal

Monetary and Fiscal Policy: A Big Shift

The overall direction of the domestic economy is determined by many factors, not the least of which are monetary and fiscal policy.

February 01, 2021 6 min read
What’s up with GameStop?
gamestop

What’s up with GameStop?

Anyone with even a passing interest in the stock market is aware of the GameStop saga that is going on in the market.

February 01, 2021 3 min read
The Long-Term Destruction of Income: What To Do?
The Long-Term Destruction of Income

The Long-Term Destruction of Income: What To Do?

John Maynard Keynes was a 20th Century economist most famous for his work on economic cycles

January 06, 2021 6 min read
COVID Update
Covid Update

COVID Update

Since the initial vaccine was approved earlier this week in the U.S., we think an update on COVID is in order

December 01, 2020 4 min read
Deficits and Government Debt
Deficits and Government Debt

Deficits and Government Debt

For the last 20 years, the U.S. Government has been continuously running budget deficits, resulting in huge amounts of government debt being issued.

December 01, 2020 7 min read
Inflation Worries: Real or Imagined?
Inflation Worries

Inflation Worries: Real or Imagined?

Investors are currently engaged in an interesting conversation, one that addresses what could be a major shift in the economic profile of our country.

September 01, 2020 11 min read
Presidential Elections In Perspective
Presidential Election

Presidential Elections In Perspective

As summer turns to fall, interest in the presidential election is heating up. As has been the case in the past.

August 01, 2020 3 min read
Terrible Economy Surging Stock Market
Terrible Economy

Terrible Economy Surging Stock Market

The last four months have presented investors with a situation unlike any other in the history of the U.S. economy and stock market

July 09, 2020 3 min read

Get Email Notifications