Bonds in a Rising Interest Rate Environment April 8, 2022. By J.D. Wolfsberg: Background Interest rates have been near record lows since the onset of the pandemic when the Federal Reserve introduced unprecedented stimulus to support the economy during a period of...
We hope you enjoy this commentary and with a quickly shifting geopolitical landscape, kindly note the time of the writing was prior to posting, with comments made based on events leading up to February 26, 2022. By Mark Barry, CFA: Following weeks of speculation, on...
Student Loan Payment Pause Extension February 8, 2022: For those with outstanding student loan obligations, the weight of debt is heavy, even if placed on a backburner slightly due to the option of payment pauses made available by the government. Inflation, Omicron,...
Fourth Quarter Market Commentary January 13, 2022: The ease of access to information and media are both a blessing and a curse. With headlines always at their height in the last quarter of the year, our investment team has compiled their market commentary to cut...
Q3 Commentary with Mark Barry October 27, 2021: The ease of access to information and media are both a blessing and a curse. To summarize and explain the surplus of market news available, Director of Investment Management, Mark Barry CFA, will be sharing his...
Market Update: Back from the Beach, Investors Refocus on Risks September 8, 2021. By Mark Barry: As the summer of 2021 draws to a close, we have noticed an uptick in investor unease about the outlook for the economy and financial markets moving forward. Global equity...
