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What does asset allocation mean?

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them? Asset [...]

The Yield Curve

The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)! Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? But what [...]

Tax cuts and GDP growth

Do lower taxes cause faster GDP growth? Your answer will hinge on what economic theory you subscribe to. The fundamental idea of supply-side economics is that tax cuts cause economic growth. This theory is grounded [...]

Cost of US short-term borrowing on the rise

The US government is spending, and fixed income investors are demanding higher interest rates in return to lend to Uncle Sam. The recent tax reform coupled with congress raising the debt ceiling requires the US [...]

Inflation is back, maybe

The recent stock market selloff in early February was attributed to the CPI data released on February 2nd.  The Federal Reserve Act establishes the statutory objectives for the Federal Reserve - maximum employment, stable prices, [...]

Three Retirement Planning Lessons from the Houston Astros’ 2017 Championship

In 2017, the Astros gave hurricane-battered Houston a reason to celebrate by achieving their very first World Series championship. After winning 101 regular season games and 11 playoff games, the Astros claimed their place in [...]

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