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Commentary: Markets and Economies Are Giving Mixed Signals
June 16, 2022
Our latest commentary covers the Fed's latest rate hike, the impact of continuing supply chain [...]
Read MoreMarket Minute
Markets Can No Longer Rely On Help From The Fed
May 10, 2022
The Fed ignored rising inflation and a tight labor market for too long.
WATCH NOWIt’s clearly difficult for investors to know what to do in the scary new world of a Fed aggressively tightening financial conditions in the face of runaway inflation. Ready for more? Doug shares his observations and perspective in this week's Market Minute.
Market Minute
These Types of Markets Make Things Difficult For Investors
April 5, 2022
Investors who have grown used to strong returns the last 2 years may face some statement shock.
WATCH NOWInvestors who have grown used to strong returns the last 2 years may face some statement shock when they open their first quarter statement. Out of control inflation, the war in Ukraine and the prospect of aggressive Fed rate hikes may continue to push long-term interest rates higher. Doug shares his perspectives in this week's Market Minute.
Commentary: The Fed Lifts Rates, but Are They Behind the Curve?
March 17, 2022
Our latest commentary covers the Fed's decision on raising rates, the impact of conflict in [...]
Read MoreMarket Minute
Investors Have A Lot To Worry About
February 28, 2022
Just when you think you've figured out the markets, they typically change.
WATCH NOWRecent volatility serves as a good example of how hard it can be to predict the markets on a short-term basis. We have observed high levels of intra-day volatility many days. And volatility from day-to-day. In this week's Market Minute, I dissect current market forces that have investors worried and offer you a potential solution.
Advisor Voice
February 17, 2022
Bill Phillips addresses the topic of yield-sensitivity with some simple "bond math"
LOGIN TO VIEWMarket Minute
Don't Get Emotional, Rely On Your Discipline
February 9, 2022
Don't let emotions get the best of you, rely on your discipline.
WATCH NOWVolatility returned to the markets late in the 4th quarter but ramped up considerably in January. When the markets begin to shake, investors tend to get emotional. To put it simply, don’t get emotional – rely on your discipline. I share my perspective on January’s rollercoaster ride in this week’s Market Minute.
It Was the Best of Times, It Was the Worst of Times
January 5, 2022
2021 was both good and bad. What lies ahead in 2022?
WATCH NOWAsk him about 2021, and he'll say Charles Dickens said it the best: "It was the best of times, it was the worst of times." Focusing on 2022, he has his eyes on a handful of risks in the markets. Doug Loeffler, CFA, CAIA looks back at last year, and brings 2022 into focus in this week's Market Minute.
Omicron, Inflation, and The FED
December 2, 2021
The emergence of the new COVID variant, Omicron, has returned volatility to markets.
WATCH NOWThe emergence of the new COVID variant, Omicron, has returned volatility to markets. The Fed's decisions on tapering and interest rates won't help fix the global supply chain issues or inflation. Executive Vice President of Investment Management, Doug Loeffler, shares his insights and perspectives in today's Market Minute.
November 29, 2021
With the anticipation of the Fed's announced tapering and the expectation of raising interet rates, [...]
WATCH NOWWith the anticipation of the Fed's announced tapering and the expectation of raising interet rates, there has been an uptick in chatter surrounding bond alternatives. Senior Portfolio Specialist, Bill Phillips, shares his insights on the subject in this week's Market Minute.
The Fed Makes a Move, but Is It Too Late?
November 16, 2021
Our latest commentary cover the Federal Reserve's decision to begin tapering purchases over the [...]
Read MoreOpportunities in Preferred Securities (Stocks)
November 16, 2021
Preferred securities, more commonly referred to as preferred stocks, are an often-underutilized [...]
WATCH NOWPreferred securities, more commonly referred to as preferred stocks, are an often-underutilized asset class by many fixed income managers. In today’s Market Minute, Executive Vice President of Investments, Doug Loeffler, shares his insights as to why he believes this stock/bond hybrid asset class is an attractive investment diversifier.
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