“Doing a great job managing expectations is really the first step for a stock and company to regain their credibility”

by Marketing | Dec 9, 2022 | Market Notes, Media Notes

Three Stock Lunch: DocuSign, Lululemon and Broadcom     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and the...

“The biggest problem is it takes some of the tax control out of shareholders or advisers’ control”

by Marketing | Dec 6, 2022 | Market Notes, Media Notes

Tax considerations drive investors to ETFs in the US     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for informational purposes only and...

“Higher interest rates aren’t impacting the labor economy as much as the market hoped”

by Marketing | Dec 2, 2022 | Market Notes, Media Notes

U.S. economy adds 263,000 jobs in November; unemployment rate stays at 3.7%     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...

“The market seems to have priced in the worst of it already, and just sort of getting the event volatility out of play is sort of helping risk assets”

by Marketing | Dec 1, 2022 | Market Notes, Media Notes

TREASURIES-U.S. yields drop as Fed’s Powell affirms slow rate hike pace could start in December     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in...

“What you continue to see is the higher terminal rate on the front end that has rebounded since the CPI (consumer price index) print two weeks ago has continued to pressure long-end rates”

by Marketing | Nov 22, 2022 | Market Notes, Media Notes

TREASURIES-Most U.S. yields inch higher at start of holiday-shortened week     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...

“While yields on munis have jumped, it’s still vital for investors to look at each bond’s credit rating because “getting your money back” is key”

by Marketing | Nov 15, 2022 | Market Notes, Media Notes

Beauty of muni bonds is tax-free income. Here are three key takeaways for investors     Disclosures   This information is for investment adviser use only and should not be distributed to any other parties. The commentary included in this post is for...