Blog

Corporate Debt Looms Large

Corporations have had the wind at their backs with low interest rates. This lead to record levels of corporate debt issuance, which has surpassed 45% of GDP. There are now over $4trillion in corp. bonds due over the next 5…
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Using Buckets for a Long Term Savings Strategy

In our last blog, we talked about how important human capital can be as it relates to your total economic wealth.  Saving as much of your income as possible, especially in your early earning years, is critical.  Just as important…
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Fed is Falling Behind the Curve

 Short term interest rates should be much higher – possibly 5%. The Federal Reserve is behind the curve and we believe this will lead to inflation.
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Will Italy Be Saved by the ECB?

The Italian election at the end of May has shaken up Europe and the Italian bond market.    The change in Italy will make things more volatile over the next several months.    We believe that the ECB will keep Italy afloat…
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Ballooning Corporate Debt

Corporations have increased debt loads over the past few years because of the Federal Reserve’s ultra easy monetary policy. Now with rates going up, stress is starting to show up in the corporate bond market. With over $4.4 trillion in…
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Market Updates

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