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January 16 2025
International/Global .
Video

3 minute watch

How might tariffs impact global markets?
January 16 2025

The effect on international equities might depend on some Trump policies.

November 12 2024
Equity .
Video

2 minute watch

The long game
November 12 2024

The math of dividend investing is one that works out over years.

October 16 2024
Markets/Economy .
Video

2 minute watch

Rolling past uncertainties
October 21 2024

2025 will come with clarity on interest rates and politics.

October 14 2024
Politics .
Video

3 minute watch

Investors vote with their feet
October 15 2024

Prepare for volatility leading up to the election before a year-end rally.

September 20 2024
Interest Rates .
Video

2 minute watch

A falling rate environment
September 20 2024

The outlook for money market funds remains buoyant.

August 7 2024
Fixed Income .
Video

2 minute watch

Don't compare apples to oranges
August 8 2024

More goes into the bond selection process than price.

August 1 2024
Fixed Income .
Video

2 minute watch

Tax policy will be on the 2025 agenda
August 1 2024

Congress’s choice to maintain or lapse the TCJA could impact munis.

July 24 2024
Fixed Income .
Video

3 minute watch

Tax cushion
July 25 2024

Municipal bonds are priced with tax protection in mind.

July 24 2024
Equity .
Video

2 minute watch

Dinner before dessert
July 24 2024

Investors may balance the dramatic outperformance of a select few stocks with a diversified portfolio. 

July 18 2024
Equity .
Video

1 minute watch

Staying out of the fray
July 18 2024

The Fed is historically reticent to change policy before an election.

July 18 2024
Fixed Income .
Video

2 minute watch

Opportunity to lock it in
July 16 2024

Rates won’t be higher forever.

July 3 2024
Equity .
Video

1 minute watch

Down the road
July 3 2024

It could be years before the Fed reaches its 2% target.

March 15 2024
Fixed Income .
Video

2 minute watch

To worry or not to worry
March 15 2024

Investors should think constructively about the “Maturity Wall.”

March 7 2024
Equity .
Video

2 minute watch

Taking it slow
March 7 2024

The Fed is in no rush to cut rates.

March 7 2024
Fixed Income .
Video

1 minute watch

Bring the buyer back
March 7 2024

The expectation of rate cuts makes corporate bonds an attractive opportunity.

February 29 2024
Equity .
Video

1 minute watch

Coming up for air
March 1 2024

The end of rolling recessions bodes well for risk assets.

February 29 2024
Fixed Income .
Video

2 minute watch

Data dependent
February 29 2024

The Fed will look closely at inflation numbers before making any cuts.

February 23 2024
Fixed Income .
Video

1 minute watch

In the driver’s seat
February 23 2024

Income and duration lead total return potential.

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