Market Overview Stocks continued their ascent during August, as the S&P 500 surged about 7% for the month. We believe that a resilient economy, better than expected corporate earnings, and improving trends in new COVID-19... Read more »
Current Views
Thoughts Ahead of the Federal Reserve Meeting
Published on Sep 9, 2020
Thoughts Ahead of the Federal Reserve Meeting We believe there may be more uncertainty around the Federal Reserve's upcoming mid-September Open Market Committee meeting than is typical. It will be the first committee meeting... Read more »
“Not Even Thinking About Raising Rates”
Published on Aug 27, 2020
"Not Even Thinking About Raising Rates" Thus said Fed Chair Jay Powell this past June. But what exactly does this mean and why did he say it? It’s all about inflation. That is, the inflation we don’t have. Missing in action. The... Read more »
The 2020 Retirees’ Dilemma: Low Yields, Low Income
Published on Aug 19, 2020
"The 2020 Retirees’ Dilemma: Low Yields, Low Income" We live in a world of rock-bottom interest rates. During and after the 2008 Global Financial Crisis, central banks around the world lowered interest rates to the zero bound, in... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- "Crown shareholders express patience amid activist pressure for fiber sale" Jason Benowitz's commentary featured in DealReporter
- September 2020 The Bulletin: "If the Tax Code Changes, Will You be Prepared?" by Corie Gabriel
- July 2020 Memento Mori: "Maximizing Income in a Perpetual Care Fund" by Adam Sheer