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Investing
Investing

Tax-Loss Harvesting in Fixed Income Portfolios

Eric Haase, CFA, Jeremy Jenkins, CFA
Investing

July 2025 Market Commentary

Treasury yields increased in July on favorable economic data and the Federal Reserve’s decision to hold rates steady.

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

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.

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.

Investing

Premium Bonds 101

Matthew Buscone

Premium bonds and the math behind them continue to furrow the brows of many municipal investors.