Featured Insights
Fixed Income
Is Now the Time to Extend Duration?
Cash and ultra-short fixed income investors continue to enjoy the fruits of nine Fed rate hikes. Yields on cash hover around 3% with relatively low interest rate sensitivity.
Fixed Income, Municipal Fixed Income
Trust Accounts Benefit from Tax-Exempt Income
Unlike the graduated federal income tax brackets that max out at 37% with taxable income at $500k or more, trust accounts benefit from owning municipal bonds at a . . .
Podcasts
Credit Quality at Regional Banks May Signal Economic Slowdown
Will years of aggressive lending finally catch up with the U.S. economy at precisely the wrong time? Sage’s Ryan O’Malley discusses credit quality trends at. . . .