INSIGHTS

In this edition of Advisor Voice, Senior Portfolio Specialist, Bill Phillips, provides a straightforward explanation of what "bond math" is and how yield sensitivity may adversely impact your client's portfolios when rates rise.

It’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.

Investors 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.

Recent 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.

Volatility 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.

Ask 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.

The 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.