Insights

    May 15, 2019

Short Duration High Yield: A Flower in the Junkyard Revisited

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The fourth quarter of 2018 marked the 13th time dating back to the financial crisis...

    Mar 29, 2019

Why High Yield Wins the Battle of Short Duration Bonds

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Offense wins games, defense wins championships. This phrase is used a lot in sport...

    Mar 28, 2019

Now Municipal Bonds are Even More Attractive for New York Investors

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Taxpayers are losing out on $323 billion in state and local tax deductions...

    Mar 21, 2019

How Option Math Provides Insight into Convertibles

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The terms alpha and beta are used often when discussing mutual funds and ETFs...

    Mar 15, 2019

Now Municipal Bonds are Even More Attractive for California Investors

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Before 2018, taxpayers itemizing deductions could deduct the full...

    Mar 11, 2019

Why Actively Managed Municipal ETFs?

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Investing in municipal bonds by way of a packaged product has been around since the 1970s, but with the advent of ETFs a couple of decades later...

    Mar 1, 2019

Managing Downside Participation: Global Equity Shareholder Yield

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2018 was an eventful year to say the least. Markets started the year...

    Feb 11, 2019

What Keeps Us Up at Night?

by: ; Robert Serenbetz

Our 2019 outlook is holding up well so far this year. The S&P 500 is up 16% over December lows. The U.S. Federal Reserve (Fed) has signaled it will slow – or even stop...