Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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Investing
October 07, 2024
What Kind of Returns Can You Anticipate from Your Portfolio?
Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.
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Investing
September 05, 2023
Fixed-Income Investing in the Current Rate Environment
Head of Investment Research Jared Kizer explores fixed income investing in the current rate environment and shares three reasons why it’s crucial to take additional maturity risk.
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Investing
August 15, 2023
An Overview of Term or Maturity Premium
Head of Investment Research Jared Kizer explores the concept of the term premium and why it’s important in fixed income investing and overall portfolio allocation.
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Investing
July 25, 2023
Should You Allocate 100% of your Portfolio to Fixed Income?
Head of Investment Research Jared Kizer shares why this strategy has gained popularity recently and the surprising reasons why we don’t recommend this approach for most investors.
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Investing
June 20, 2023
Investing in High-Yield Fixed Income
Jared Kizer takes a deep dive into high-yield corporate bonds and shares three reasons why these investments are not recommended from an allocation perspective.
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Investing
May 30, 2023
Advantages of Using CDs as Part of Your Fixed Income Portfolio
Chief Investment Officer Kevin Grogan shares how we manage individual bonds for our clients and the advantages of owning CDs.
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Investing
May 08, 2023
U.S. Banking Channels and the Potential Economic Impact
Jared Kizer shares an update on the three recent bank failures, the drivers that have led us to this situation, the potential impact on broader economies and how you can protect yourself.
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Investing
February 28, 2023
Recent Bond Market and Inflation
In this edition of Focus Weekly Perspectives, Head of Investment Research Jared Kizer shares the latest updates on fixed income markets, interest rates and volatility.
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