Search & Filter By

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.

Municipal

2025 Municipal Market Outlook

Adam Stern, J.D., M.P.A.

The municipal bond market enters 2025 with strong but ebbing credit fundamentals, the potential for rising Municipal/Treasury ratios driven by increased issuance and weaker demand due to policy uncertainty, and tight credit spreads.

Sustainable

Demographics, Competition Test School Budgets

Erika Smull, PhD

Demographic shifts, more competition in the public school arena, and state aid formulas are driving challenges.

Sustainable

Global Climate, Biodiversity Conferences in 2024, Mark Progress, Highlight New Goals

Robert Fernandez, CFA

United Nations conferences conducted in 2024 continued to focus nations on the key sustainability risks presented by climate change and degradation of biodiversity around the world.

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.

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.