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Our Resources

Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.

  • Investing

    October 07, 2024

    What Kind of Returns Can You Anticipate from Your Portfolio?

    Investors often ask what a realistic long-term return for their portfolios might be. This article explores how to evaluate performance beyond just the most popular benchmarks.

    Read the article

  • Investing

    September 05, 2023

    Fixed-Income Investing in the Current Rate Environment

    Head of Investment Research Jared Kizer explores fixed income investing in the current rate environment and shares three reasons why it’s crucial to take additional maturity risk.

    Watch the video

  • Investing

    August 15, 2023

    An Overview of Term or Maturity Premium

    Head of Investment Research Jared Kizer explores the concept of the term premium and why it’s important in fixed income investing and overall portfolio allocation.

    Watch the video

  • Investing

    July 25, 2023

    Should You Allocate 100% of your Portfolio to Fixed Income?

    Head of Investment Research Jared Kizer shares why this strategy has gained popularity recently and the surprising reasons why we don’t recommend this approach for most investors.

    Watch the video

  • Investing

    June 20, 2023

    Investing in High-Yield Fixed Income

    Jared Kizer takes a deep dive into high-yield corporate bonds and shares three reasons why these investments are not recommended from an allocation perspective.

    Watch the video

  • Investing

    May 30, 2023

    Advantages of Using CDs as Part of Your Fixed Income Portfolio

    Chief Investment Officer Kevin Grogan shares how we manage individual bonds for our clients and the advantages of owning CDs.

    Watch the video

  • Investing

    May 08, 2023

    U.S. Banking Channels and the Potential Economic Impact

    Jared Kizer shares an update on the three recent bank failures, the drivers that have led us to this situation, the potential impact on broader economies and how you can protect yourself.

    Watch the video

  • Investing

    February 28, 2023

    Recent Bond Market and Inflation

    In this edition of Focus Weekly Perspectives, Head of Investment Research Jared Kizer shares the latest updates on fixed income markets, interest rates and volatility.

    Watch the video

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