While we value short-term, high-quality bonds for a portion of the portfolio, it’s important to consider the total percentage owned in one’s portfolio. We discuss how taxes and inflation can affect “real” returns and how historically, a diversified portfolio has compared to bonds.

Just as a baseball manager wouldn't build a team of only pitchers or catchers, diversifying investments across asset types and time periods is essential. Importantly, the benefits of diversification are realized over the long term, not during every quarter, or inning.  

Even in uncertain times in terms of interest rates, the debt ceiling, and volatile energy prices–we still saw stock prices broadly rise in 2023. Watch our quarterly check in on markets and the economy. (video)

US Treasury interest rates have been rising in recent weeks. We discuss where the interest on treasury bonds comes from and what higher rates can mean for investors. 

Let's explore what a government "shut down" means and discuss how past shutdowns have affected financial markets. Don’t bet the house (of Congress) on this one. Article 

Monthly inflation reports are like mile markers on a long road trip. We discuss a recent CPI report and look back a few years for context. (video)