Decades of economic policy have whittled bonds down to just a stump, offering no fruit or shade to investors. It’s time to shift your bond strategy as we approach the twilight of the 40-year fixed income bull market. The Giving Tree (Shel Silverstein) is a 1964...
Indexed Risk Control™ is designed with the goal of downside protection and upside potential. Our CIO, Matt Dines, breaks down the strategy’s construction, and explains how it all works. To find out more about how our strategies can fit into any portfolio visit...
Market Review Though the tumultuous 2020 finally came to an end, its polarizing effects continued to be felt into early 2021. Meanwhile, the 46% surge in Bitcoin suggested the possibility of new, alternative return sources. The year’s macroeconomic data began...
Are there better alternatives to invest in bonds given today’s fixed income market? In the current climate, investors have become increasingly concerned that fixed income investments will no longer perform as well as in the past. Some have even begun rotating out the...
Shinda Bickham and Hugh Tuomey discuss what these announcements really mean for investors. In layman’s terms, are low rates good or bad for investors? Shinda: It depends; low rates mean lower borrowing costs, but also mean lower yields for fixed income...
