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Investing
Investing

June 2025 Market Commentary

U.S. Treasury Curve: Treasury yields fell in June and steepened for the quarter, with yields falling in the 1- to 10-year range and increasing beyond 10 years.

Investing

New Pope's Lifetime Ministry Consistent With 2022 Catholic Investing Principles

James Spidle, CFA

The social doctrine of the Catholic Church guides its investment policy.

Investing

May 2025 Market Commentary

Uncertainty around fiscal deficits and trade policy dampened demand for Treasury bonds in May.

Investing

April 2025 Market Commentary

Volatile investment markets throughout April reacted to shifting trade policy messaging, mixed economic readings, and President Trump’s expression of frustration with the Federal Reserve.

Investing

March 2025 Market Commentary

With heightened volatility across investment markets in March, investor demand for U.S. government bonds increased. Shorter maturity Treasury yields fell.

Investing

Understanding Bond Convexity

John Bastoni, CFA, Eric Haase, CFA
Investing

From Crisis to Confidence: The Changing Landscape in Bond Investing

Ognjen Sosa, CAIA, FRM

Traditionally, investors have allocated to high-quality investment grade bonds with a goal of earning predictable income, diversifying their overall portfolio risk, and preserving capital.

Investing

As Bond Market Volatility Rises, TLH and TLC Can Support Investment Objectives

Eric Haase, CFA

In order to take advantage of market and economic events that create volatility, tax-aware investors need to monitor portfolios and be ready to act when opportunities arise.

Educational

Financial Glossary

A glossary of common terms in the bond markets and there definitions.