Treasury Yield Jitters

Treasury Yield Jitters

Oct 23, 2023 | Quarterly Commentary

“I’m still trying to process why long-end interest rates are increasing.─ Austan Goolsbee, President of the Federal Reserve Bank of ChicagoSeptember 2023 The Bloomberg Aggregate Bond Index is the most well-known benchmark for the U.S. bond market. Over the past 20...
Strategies for Mitigating Estate Taxes

Strategies for Mitigating Estate Taxes

Sep 27, 2023 | Financial Planning

While estate taxes impact only a small part of the U.S. population, several legal loopholes are available that can mitigate the potential financial impact of estate taxes. on those who inherit such estates. Taking advantage of these opportunities involves proper...
Betting the House v. 2.0: Buyer Beware

Betting the House v. 2.0: Buyer Beware

Aug 1, 2023 | Investing and Markets

An unsustainable move, the post-coronavirus increase in housing prices is one we believe is likely to reverse itself over the intermediate period ahead. Investors should pay attention to ramifications of this housing forecast, as it has material implications for the...
Betting the House: U.S. Housing Market

Betting the House: U.S. Housing Market

Jul 27, 2023 | Uncategorized

In the summer of 2005, alarm bells were ringing around our office regarding the state of the housing market. As a result, we felt obligated to communicate our concerns to clients, and we issued a note to our clients about the risks in the housing market and the...
Flipping the Playbook on Short-Term Treasuries

Flipping the Playbook on Short-Term Treasuries

Jul 19, 2023 | Quarterly Commentary

“For on one side lay Scylla and on the other divine Charybdis terribly sucked down the salt water of the sea. Verily, whenever she belched it forth, like a cauldron on a great fire she would seethe and bubble in utter turmoil, and high overhead the spray would fall on...