


Managing Your Money: Tips on TIPS – A conversation with IVOL’s Nancy Davis
Treasury Inflation-Protected Securities (TIPS) are a type of US Treasury bond designed to protect investors against inflation. In this episode, we speak with Nancy Davis, founder of Quadratic Capital and the portfolio manager for The Quadratic Interest Rate Volatility...
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...
Why Interest Rates are Rising and Why You Should Care
Managing Your Money is a financial video series where our team of advisors discusses relevant economic and investment topics intended to help you better understand the financial world.This video discusses the current interest rates, why they are rising, and what...
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...
Inflation: Did the Fed Win the War or Just the First Battle?
Managing Your Money is a financial video series where our team of advisors discusses relevant economic and investment topics intended to help you better understand the financial world This video discusses the current state of inflation, how we got here and what we can...
How to Align Your Investments With Your Values
The notion that “money talks” has been around for thousands of years, and its significance hasn’t dwindled — even in the age of talking heads, internet forums, and nonstop chatter. Consumers and investors have realized that the choices they make with their money can...
Navigating the AI Bubble
Managing Your Money is a financial video series where our team of advisors discusses relevant economic and investment topics intended to help you better understand the financial world Today’s topic delves into artificial intelligence and the implications it has...
A Retirement Planning Guide for High Net Worth Individuals
Regardless of your age, maximizing the benefit of your 401(k) and other retirement accounts now can lead to a more rewarding retirement later in life. Everyone knows that it’s best to start retirement planning early, though that advice is hard for most people to...