Is it Time to Buy Bonds?
In May of 2023, we released a paper entitled, “Is it Time to Buy Bonds?.” Read more
Asset Location
In investment management, conventional wisdom and research suggest that Asset Allocation is the single largest contributor to long-term returns. It is important to note that a key factor has been omitted from these analyses: taxes. When considering... Read more
The Myth of Liquidity - One Year Later
The Myth of Liquidity - One Year Later In January of 2022, we released a paper entitled, “The Myth of Liquidity”. Download our most recent article below to read our commentary one year later Read more
A Different Way to Think About Your IRA
The decades-long transition from defined benefit plans to defined contribution plans has opened a range of options and opportunities for individuals who have accumulated wealth from a lifetime of work. In this paper, we offer a different perspective... Read more
The Myth of Liquidity
Central bank policies to combat the negative economic impact of a Global Pandemic and, previously, the Global Financial Crisis have caused the markets to be “flush with liquidity.” These policies have driven equity valuations to historic highs,... Read more
Need Income? Go Private
As investors, we must constantly reassess the opportunities that are available in the public markets and beyond. Collectively, we tend to focus on the public markets as the primary destination for our capital. Both the public debt and equity markets... Read more
Alpha: Structural versus Strategic
Alpha. It is a word that is often used by investment industry professionals to describe the “value-add” that they can deliver to their investors. It is the investor’s challenge to determine if the alpha being described is repeatable, reliable, and... Read more