Newsletters
Monthly installments keep you up to date on the latest trends happening in the market
May Newsletter
Active Bond Management - Reducing Risk During the last several years we have shortened bond maturities across our bond portfolios. While this has meant lower income, it also meant our bond holdings were subject to much less interest rate risk when interest rates...
April Newsletter
Bonds On Center Stage Bonds usually appear to play a supporting role in market events, while growth stocks and cryptocurrencies catch the spotlight. But the size of the bond market and the importance of its role in providing financing for growth cannot be...
March Newsletter
Ukraine Comments In recent weeks we have seen an increase in market volatility due to higher inflation, rising rates, and the Russian invasion of Ukraine. The conflict creates geopolitical and economic uncertainty both of which are headwinds for the markets. Ukraine...
February Newsletter
The Markets, Interest Rates and Inflation Markets have been volatile to start the year as investors reacted to the anticipated decrease in liquidity and rising interest rates. The Federal Reserve has long-planned to end their quantitative easing (QE) program and taper...
January Newsletter
The Economy and the Fed It was a very good year for the economy and the markets in 2021 as we continued the recovery, which began in the third quarter of 2020. The Federal Reserve continued to provide monetary stimulus in an effort to offset the economic contraction...