Insights

    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...

    Feb 8, 2019

Avoiding Unintended Risks in Short Duration High Yield

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“How do they not see it? It’s so obvious!” we often scream incredulously at our TVs, tablets and books when we are in disbelief...

    Jan 17, 2019

It’s hard to keep a good junk bond down

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Take the best teams and athletes across all sports, and sooner or later, at some point, they lose. The best hitter strikes out, the most accurate...

    Jan 10, 2019

Top 5 Municipal Market Insights for 2019

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When foggy weather obscures the path forward, it is prudent to take your bearings more frequently...