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Policy and Regulatory Commentary
Working on “Political Time”
As all of Washington – and, in fact, the United States – awaits news from the Capitol confirming that leaders in Congress have formally reached an agreement on another COVID relief bill, an infuriating truth is once again resurfaced.
Fixed Income Insights
December 2020 Fixed Income Market Update
News and Nuggets regarding the fixed income markets
Behavioral Finance
[Webinar Recording] How to Build Wealth with a Behavioral Approach to Portfolio Construction | Webinar 2
Behavioral finance principles can be applied to an Advisors practice to help clients remain invested and focused on the long-term, while avoiding behavioral mistakes that can destroy their wealth.
Policy and Regulatory Commentary
A Team of Rivals? No
“To me it appears evident that an executive ministry composed of men with the qualifications I have described would speedily restore the credit of government abroad and at home, would induce our allies to greater exertions in our behalf, would inspire confidence in monied men in Europe as well as in America to lend us ⟨those⟩ sums of which it may be demonstrated we ⟨stand⟩ in need from the disproportion of our national wealth to the expenses of the War.”
Policy and Regulatory Commentary
Congress’ Cup Runeth Over
Last week, we discussed midnight regulations – last-minute rulemakings rushed through federal agencies by departing presidents in the twilights of their terms.
Policy and Regulatory Commentary
In D.C., It’s Almost Midnight
With more states certifying their 2020 election results this week, President Donald Trump announced that he would allow the official transition to the Biden administration to start.
Fixed Income Insights
November 2020 Fixed Income Market Update
This piece is approved to use with clients.
In our view, while elections have consequences, the consequences are rarely as stark or as predictable as prognosticators suggest.
Behavioral Finance
[Webinar Recording] Be the Calm in the Storm with a Behavioral Practice Model
How can Advisors help clients navigate these challenging times, focus on goals, and find a level of calm in their financial life?