The Market in Pictures, September 19
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from FOMC outlooks to inflation and rates,...
September 2025 FOMC: A Risk Management Cut
The Federal Reserve cut interest rates as expected by a quarter point, to a stated range of 4.0-4.25%. This marks 125 bps in reductions since initiating the cutting cycle...
Turning $1.85 in Taxes Into a Nickel (for the Same Distribution)
Some investors still view dividends and coupons as more “real” than selling shares for cash. That made sense decades ago, when trading costs were high. Today, transaction...
The Market in Pictures, September 12
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from inflation to rates, the economy and...
Around the Bond Market, September 2025
CPI came in a touch hotter than expected in August, with the headline rising 0.382%, rounding to 0.4%, and the core rising 0.346%, rounding down to 0.3%. The consensus was...
ETFs Changed the Game for Equities. Now It’s Time for Fixed Income.
Over the past two decades, ETFs have become the vehicle of choice for investors. They are liquid, transparent, low-cost, and viewed (often correctly) as highly tax-efficient...
The Market in Pictures, September 5
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from jobs and the economy to the FOMC and...
Rearview to Windshield, September 2025
Market Recap – August 2025: The market continued its monthly gain streak, as August had every single week during the month have a positive return. The market has been in a...
The Market in Pictures, August 29
Our team looks at a lot of research throughout the day. Here are a handful that we think are good summations of investor activity, from small-cap strength to earnings...
Opportunity in Municipal Bonds?
We wanted to put together a note to discuss the recent underperformance of municipal bonds relative to their taxable brethren (MUB vs AGG, shown below). Tax-free bonds have...
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