Better conversations during times of market turbulence

The road to investment success is rarely as smooth as we would like.

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Macro outlook in times of the coronavirus: This is not a 2008 song

Unlike 2008, there is no sign of systemic risk on the radar.

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COVID-19 and market volatility

Navigate these turbulent times with insights from our investment teams.

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September 2020

Interest rates: Lower for longer…or forever?

On September 16, 2020, we received further confirmation that the Fed is prepared to provide whatever support the economy needs including further action should the recovery tail off.

September 2020

Navigating family dynamics: Multigenerational wealth

Episode 109: Courtney Pullen joins the podcast to provide actionable advice to help you navigate the challenges of multigenerational wealth.

September 2020

September 2020 Fixed Income Market Update

In our view, U.S. corporates appear attractive even noting the recompression of spreads since the first quarter.

August 2020

Biden goes the predictable route

After a lengthy vetting process, Democratic presidential candidate Joe Biden selected Senator Kamala Harris as his running mate for the 2020 presidential election.

August 2020

Mental accounting: Engaging clients with bucket planning

Episode 108: Jason Smith joins the podcast to discuss his mission to simplify the planning process and strengthen financial literacy around the globe, including details from his book The Bucket Plan.

August 2020

U.S. presidential election outlook

As the 2020 election season heats up, it is important to understand the investment implications of a potential change in government versus the status quo.

August 2020

Bluebirds fly

This month, we’ll focus on the strong recovery in the muni market over the second quarter, which proved to be illuminating to municipal investors on a couple fronts.

August 2020

August 2020 Fixed Income Market Update

In our view, monetary and fiscal policy have done a tremendous job in papering over fundamental uncertainty.

July 2020

Creativity, economics and life with Russ Roberts

Episode 107: From embracing uncertainty to evaluating financial tradeoffs, Russ will help broaden your perspective and apply economic principles to your clients’ daily lives.

July 2020

The U.S.-China relationship in a changing global economy

An inevitable blame game between the U.S. and China has followed COVID-19, but the crisis has really just extended the “trust deficit” that has been steadily building between the two countries in recent years.

July 2020

COVID-19 isn’t going away

We think the most detrimental economic effects of the virus are unlikely to return, though the human cost may become more painful yet in the U.S.

July 2020

The hidden value in corporate bonds

Since late March, US investment grade corporate bonds have recovered approximately 80% of their Covid-driven spread widening.

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