Blog
Investing in a Low Interest Rate Environment
Investing in a Low-Yield Environment The graph to the right traces the yield of the 10 Year U.S. Treasury Note since 1962. The causes for the long-term downward trend since 1981 are well-known: the Volcker Fed breaking inflation and, for the last 12 years, persistent...
Q4 2020 Recap & Outlook
Most will be very happy to turn the page on 2020. The punching and counter punching between COVID-19 and vaccine researchers added daily financial market volatility that fatigued even the heartiest investors. Those who remained disciplined during the tumultuous year...
Tax-loss Harvesting
As the end of the year approaches, now is an appropriate time to consider harvesting your investment losses to offset your gains. Tax-loss harvesting is an effective portfolio strategy allowing investors to sell taxable investment assets-such as individual stocks and...
Giving Focus: Nine13sports
Who taught you to ride a bicycle? You probably know exactly who it was and you may even have memories of that day (hopefully good memories!), but if you’re reading this, odds are very high that you do know how to ride a bike. Many kids, even today, cannot say the...
Revisiting Peloton’s Election Outlook
We had more questions from clients about the merits of reducing their stock exposure leading up to this election than during any other time we can recall. Given the circumstances of this campaign and the many shocks of 2020, the urge to “act” is strong. In our...