Commentary

The Market Minute: July 13, 2018

In this week’s The Market Minute, CIO Terri Spath chats about the yield curve and what it can tell us about the health of the U.S. economy.  


The Market Minute: July 6, 2018

In this week’s The Market Minute, CIO Terri Spath discusses the features of High Yield Corporate Bonds, and how we are able to manage them in our portfolios.  


The Market Minute: June 29, 2018

In this week’s The Market Minute, CIO Terri Spath talks about Non-agency Residential Mortgage Backed Securities, and why they are peaking her interest right now.  


The Market Minute: June 22, 2018

In this week’s The Market Minute, CIO Terri Spath reviews three reasons that municipal bonds look attractive right now – and not so boring.  


Observations and Perspectives: Show Me the Money

WEDNESDAY, JUNE 13, 2018 | BY TERRI SPATH We are consistently hearing that bonds are making advisors and investors pull out their hair. Nearly three decades of generally falling interest rates has translated into a bull market for traditional bond strategies, but times have changed. If the goals of your conservative investors or of the […]


The Market Minute: June 15, 2018

In this week’s The Market Minute, CIO Terri Spath discusses the frustrations associated with Fixed Income in this rising interest rate environment.  


The Market Minute: June 8, 2018

In this week’s The Market Minute, CIO Terri Spath discusses the recent trade disputes and what the implications may be on investments.  


Observations and Perspectives: Trendless Volatility

WEDNESDAY, JUNE 6, 2018 | BY TERRI SPATH The year 2017 went down in the record books as the calmest stock market in history. The worst decline from high to low (“drawdown”) was a scant 2.6% and the S&P 500 recorded just 8 swings of more than one percent, just about one every six weeks, […]


Observations and Perspectives: Traditional Bonds = Risky Parachutes

TUESDAY, MARCH 20, 2018 | BY TERRI SPATH During the short nine days of trading from late January to February 8, the S&P 500 fell like a skydiver leaping out of a plane:  fast and down. In a classic flight-to-quality response, investors pulled their parachutes, socking billions into the largest ETFs tracking the widely-watched Bloomberg […]


Observations and Perspectives: Take It One Curve at a Time

WEDNESDAY, FEBRUARY 21, 2018 | BY TERRI SPATH Right now I am continually inspired by the competing Olympians and I just came across an obscure and just plain crazy sport: “skeleton.” In it, thrill-seeking competitors plummet headfirst down a twisting, frozen track at speeds over 80 miles per hour. John Daly (not the golfer!) retired […]


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