Municipal Bonds: The Turtle That Keeps on Winning!
January 8, 2019 — Both classic and modern literature have countless stories of seemingly outmatched opponents finding a way to persevere and even prevail, despite. . . .
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Crossing the Rubicon – Yield Curve Inversion
December 7, 2018 — In 49 BCE a provincial governor named Julius Caesar and a single legion of troops crossed a small stream in northern. . . .
Cash Management Landscape: Rates and Reform Lead to a Sea Change
December 7, 2018 — Over the last two years, a dramatic shift has taken place in what is typically the least dramatic allocation within a. . . .
Is Corporate Leverage Offering a Warning Sign?
December 6, 2018 — As several market observers have written, corporate leverage continues to increase. Specifically, leverage, or the ratio of a company’s debt to. . . .
ESG Perspectives: Women & Investing
November 8, 2018 — In this month’s piece, we explore the challenges women investors face and how financial advisors can help clients align their investments. . . .
Recent Market Volatility
October 11, 2018 — In another sign that markets continue to move into a late-cycle, higher-volatility regime, equity markets fell significantly yesterday. U.S. equities registered. . . .
ESG Perspectives — Green Bonds; The ‘S’ in ESG
October 3, 2018 — In this month’s ESG Perspectives, we explore the soup du jour in sustainable investing: green bonds, and how employee engagement is. . . .
ETF Strategies for Insurance Companies: How Many Wins is a Win-Win?
September 28, 2018 — Insurance companies have been investing in ETFs since 2004, and growth shows no signs of abating. Notable ETF sponsors estimate $300. . . .