Episode 16: Taking Stock of the Market

Meghan Shue and Tony Roth |
Capital Considerations with Tony Roth

August 3, 2020—Never could we have predicted in January that 2020 would be unprecedented in so many ways. We face a continuing pandemic, domestic unrest, and an economy that has yet to fully reopen. As we move deeper into the summer and try to understand what the “next normal” will be, it’s time to test any previous assumptions, and pivot in the face of unparalleled change. Learn the strategies we’re considering for portfolio success.


Municipal Fixed Income Quarterly Market Commentary 2Q 2020

Dan Scholl |
Investment Management

In the 2Q 2020 issue of our quarterly publication, we:Discuss how the muni market is starting to recover, despite continuing fallout from the pandemicProvide a close-up credit selection review on Houston and other areasOffer a view on how the CARES Act is impacting the muni marketAfter experiencing …


Episode 15: U.S. & China—Cold War II?

Tony Roth |
Capital Considerations with Tony Roth

July 23—Rising trade tensions in the past few years saw half a trillion dollars in tariffs by the U.S. on Chinese goods and retaliation in kind. Then came COVID-19 and a whole other kind of blame game ensued. In Part II of our discussion on China, Tony and Dr. Stephen Roach, Senior Fellow at Yale University’s Jackson School of Global Affairs, discuss whether U.S.-China relations have reached a tipping point.Dr.