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Investing
Investing

December 2025 Market Commentary

Economic growth remained robust in the fourth quarter, fueled by strong spending from high-income households and productivity gains linked to artificial intelligence-related investments.

Investing

Master Class: Bond Yields

Jeremy Jenkins, CFA

Fixed-income market participants often quote the term “yield,” but the word’s context could be misunderstood because various types of yield exist and each is calculated differently.

Investing

October 2025 Market Commentary

In October 2025, the Federal Open Market Committee cut interest rates by 25bps to a range of 3.75 to 4.00 percent and announced an end to quantitative tightening in December.

Investing

Duration 101

Jeremy Jenkins, CFA

Duration is one of the most important concepts for bondholders to understand as they review the performance of their fixed income investments.

Investing

September 2025 Market Commentary

The Treasury yield curve bull flattened in September, with the 10-year yield falling by eight basis points.

Investing

Tax-Loss Harvesting in Fixed Income Portfolios

Eric Haase, CFA, Jeremy Jenkins, CFA

Separately managed accounts can offer the advantage of greater control of your tax liabilities through strategies such as tax-loss harvesting and tax-loss swapping.

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

Understanding Bond Convexity

John Bastoni, CFA, Eric Haase, CFA

As yields rise or fall, the pace and size of any change in one bond’s prices can be different than another bond.