The Advisor Our Firm's quarterly economic newsletter

July 2017

The Advisor: 2Q 2017

A look at the past quarter's economic information including our views going forward.

White Papers & Research

January 2017

Periodic Table: Fixed Income Sector Performance

The chart provides a detailed look at Fixed Income performance over the past decade, broken down by 13 sectors.
June 2017

Periodic Table: S&P 500 Sector Performance

This chart provides a detailed look at the S&P 500 Index’s performance over the past decade, broken down by its 10 sectors.
January 2017

Covered Call Investing

A closer look at covered call investing and how it could benefit your portfolio.

Individual Investor Insights

February 2017

Top 5 Reasons Why Muni Issuance Can Surprise to the Upside in 2017

A listed the top five reasons why we believe the municipal bond supply may surprise to the upside.
November 2016

Macro Matters

The financial crisis and the response of global central banks to it has drastically changed our current financial landscape.
October 2016

Funding the Infrastructure Gap

Fully appreciating the condition of the nation’s infrastructure is not for the faint of heart. However, we are seeing signs of optimism for the future.
October 2016

Changes In Money Market Fund Regulations

Sweeping changes in government regulation of Money Market funds have caused a substantial shift in reserve assets from Prime and Municipal Money Market funds into Treasury or Federal Agency funds.
August 2016

Investors Behaving Badly

Why investors make bad investment decisions — a study of investor reactions to risk and return in the context of time.
July 2016

Seeing Value in Alternative Minimum Tax (AMT) Bonds

Municipal bonds are typically viewed by the general public as being tax-exempt securities, not subject to federal and, in some cases, state/local taxes.
March 2016

Spring Season Comes to Municipals

The perceived safe haven from volatility in the global financial markets is driving strong fund flows to the municipal asset class.
January 2016

Detroit One Year Later

As the City of Detroit officially exits from bankruptcy the municipal market is still grappling with the after-effects.

Would you like to be added to our mailing lists?