Investing in Private Markets: A Primer

Julian Freeman, CFA and Jordan Strauss, CFA |
Investment Management

For many, the private markets asset class represents a road less traveled.* Typically, investors focus on more traditional asset classes, like stocks and bonds, where information is often readily available and digestible, as it can often seem like the path of least resistance. However, of late many large and sophisticated investors have been increasing their capital allocations to private markets for reasons they believe are compelling enough to make it worth taking the risk.

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Protecting Your Executive Income in the Event of a Disability

Wealth Planning

 As a corporate executive, you have the prospect of earning a significant amount of money during your working career through what is likely a robust executive compensation program. This amount of future earnings can be negatively impacted if you become disabled through illness or injury. It’s important to examine the type of disability benefits you have as an executive and confirm that your income is adequately protected.

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Municipal Fixed Income Quarterly Market Commentary 2Q2021

Dan Scholl and Gerard Durr |
Investment Management
Municipal Fixed Income

In the 2Q 2021 issue of our quarterly publication, we:Discuss the how the federal stimulus and vaccination rates have pushed credit spreads tighterDetail the impact the infrastructure plan would have on the economyNote what is likely needed to see the plan move forwardThe first half of 2021 continued to produce strong cash flows and positive returns for the municipal market.

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