Informed Decisions Drive Better Outcomes

TIPS

We added short-term bonds to many portfolios. Most received short-term Treasury Inflation Protected Securities (TIPS). There are three main reasons: (1)...

The Newly Exciting World of Cash Alternatives

Over the previous decade, it didn’t matter much whether you left cash at the bank or put it in a money market fund, CD, Treasury, or under your mattress. ...

Investing in Bonds

It was the worst three month stretch for bonds since 1980. The Bloomberg Barclays Aggregate bond index fell 6%. The index yields about 2.5%, meaning it lost...

2021 Year-End Summary

Lesser challenges have derailed past bull markets. And yet, we’re thirteen years into the post-Great Recession uptrend. All but three of those years have...

Watch: Q&A with the Portfolio Managers of the Osterweis Strategic Income Fund

The Fed actions in suppressing interest income is like Aesop’s fable where the wind and the sun try to see who can make a man remove his coat. The sun wins because the harder the wind...

Inherited Savings Bonds: What You Need to Know

It all begins with an idea.