All Investment Management Content

Municipal Fixed Income Quarterly Market Commentary 2Q 2018

Investment Management
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In the 2Q 2018 issue of our quarterly publication, we:Provide a round-up of yields across the muni spectrum, noting that 2Q offset 1Q and brings 2018 municipal bond markets back to even… for now.Offer our outlook for 3Q, framing it in terms of our core narrative.Explore the pros and cons of investing in New Jersey’s state and local tax-exempt bonds.U.S.

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Goals-Based Investing: Prioritizing What Matters Most

Eric W. Taylor, CFA |
Investment Management
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In this investment insight, we explore:How investing has evolved in recent years.The need to prioritize among essential, fundamental, and supplemental goals.How assigning “success probability targets” helps further goal achievement.The inception of modern portfolio theory (MPT) devised in the 1950s by Nobel Prize-winning economist Harry Markowitz, revolutionized investment management.

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Municipal Fixed Income Quarterly Market Commentary 1Q 2018

Investment Management
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In the 1Q 2018 issue of our quarterly publication, we:Explore how variable rate demand notes (VRDNs)—a type of municipal bond—may have the potential to perk up a bland fixed income diet and are an important part of a well-balanced portfolio.Look back on municipal bond market performance and supply/demand in 1Q.Provide a round-up of yields across the muni spectrum, and an outlook for 2Q, framing it in terms of our broader core narrative.

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