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Perspective
Equities

Seeking Income Diversification: Complementing Fixed Income with High Quality Dividend Equities

Joshua Perez, CFA, Bryan Poston, CFA

High quality investment grade (IG) bonds have traditionally played an important role in well-diversified portfolios of investors seeking stable income, diversification, and capital preservation.

Municipal

Heating Up: The Muni Market Inches Closer To Pricing Climate Risk

Adam Stern, J.D., M.P.A., Erika Smull, PhD

This perspective explores this market disconnect and highlights trends that suggest a change may be in the offing.

Investing

Premium Bonds 101

Matthew Buscone

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