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By the Author

Municipal Fixed Income Quarterly Market Commentary 4Q 2018

Investment Management
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In the 4Q 2018 issue of our quarterly publication, we:Provide a round-up of yields across the muni spectrum and an overview of yield curves, performance, and fund flows.Offer our outlook for 1Q19, framing it in terms of our core narrative.Explore the Affordable Care Act’s likely return trip to the U.S. Supreme Court and how it could impact credit risks within the health care sector.

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A Strategic Approach to Buying a Yacht

Wealth Planning
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Customized financing and tax and ownership advice can help amplify the benefits of your purchase. When it comes to purchasing a luxury marine craft such as a yacht, it’s important to ensure that you understand all the implications that come with it before you dive in.Considerations such as ownership structure, taxes, insurance, and where to register your yacht are equally important.

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Municipal Fixed Income Quarterly Market Commentary 3Q 2018

Investment Management
Blog_39.jpg

In the 3Q 2018 issue of our quarterly publication, we:Provide a round-up of yields across the muni spectrum and an overview of yield curves, performance, and fund flows.Offer our outlook for 4Q, framing it in terms of our core narrative.Explore how—in light of the rising rate environment and the lowering of bond prices—a mitigating factor that may not fully offset lower market values provides support from the income generation perspective.

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