November 2024 - Give Smart: The Case for Donating Appreciated Stock
November 2024 - Give Smart: The Case for Donating Appreciated Stock
Dear Investors and Friends, In our newsletters, we typically focus on fixed income products, investment strategies, market outlooks, and managing risk effectively. However, with th…
November 19, 2024
October 2024 - Rates Have Fallen, But Have Yields?
October 2024 - Rates Have Fallen, But Have Yields?
Dear Investors and Friends, As we reflect on the Federal Reserve’s latest decision, which saw a 50-basis point cut to the Fed Funds rate, it is clear the market largely anticipated…
October 22, 2024
September 2024 - Is It Time to Extend Duration?
September 2024 - Is It Time to Extend Duration?
Dear Investors and Friends, As the Federal Reserve meets today, it is widely expected that, after 11 rate hikes between March 2022 and July 2023, we may be approaching a turning po…
September 17, 2024