Articles & White Papers

  • Is the Federal Reserve Taking the Measure of Japan’s Yield Curve Control?

    After seven years of massive amounts of QE and nearly four of yield curve control, the BoJ has yet to sustainably keep inflation at its 2% target or revive GDP growth meaningfully.

  • Municipal Sector Opportunities and Risks amid COVID-19

    COVID-19 has changed the municipal bond landscape. Find out how.

  • For Long-term Portfolio Resilience to Market Volatility, Ingredients Matter

    Portfolios comprised of top-notch equities and bonds coming into the economic and market crises should do even better coming out of it.

The Laddered Bond Portfolio

Many financial advisors recommend bonds and bond funds as a part of their clients' investment portfolios, both for their perceived safety and yield. However, not all bonds and bond funds are the same, and investors are often lured...

April 10, 2019

      The Value of Dividends in Retirement

      Over the past eighty-seven years, dividends have accounted for over 40% of the total return for the S&P 500 Index. The importance of dividends has been an often overlooked part of investing, but will continue to come to the forefront as...

      February 2019

          Building a Cash Flow Reserve Ladder

          How do retirees avoid selling their hard-earned retirement assets at the wrong time? The all-important “buy low and sell high” discipline is out of reach when forced to sell in a bear market. A cash flow reserve ladder can provide the...

          February 2019

              Endowment Spending Policy

              A spending plan can help retirees balance the desire to maintain a consistent lifestyle with the need to preserve assets for a retirement that could last 30 to 40 years. How should the spending amount change over time? A plan that...

              April 2018

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