Treasury Yield Jitters

Treasury Yield Jitters

“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

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

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...
Flipping the Playbook on Short-Term Treasuries

Flipping the Playbook on Short-Term Treasuries

“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...
Winter is Coming: Signs of an Impending Recession

Winter is Coming: Signs of an Impending Recession

“Winter is coming.” ─ Ned Stark, “Game of Thrones” In the investment world, “winter” can be viewed as a synonym to recession, and, technically, winter is always coming at an uncertain point in the future. However, a number of recent economic signals highlight...