Earlier this year I had the privilege to meet with lawmakers on Capitol Hill to provide industry feedback on the implications of the Setting Every Community Up for Retirement Enhancement Act (aka the SECURE Act). As expected the SECURE Act was included in the spending bill that Congress passed on December 19th. The spending… Read more »
On December 19, 2019, Congress approved an appropriations package that will fund the government through the 2020 election. The bill now sits on the President’s desk where it is expected to be signed into law. Included as part of the package was the Setting Every Community Up for Retirement Enhancement Act (SECURE). I had… Read more »
Performance Snapshot: TICKER SECTOR Nov-19 YTD 2019 LQD CORPORATES 0.47% 16.75% HYG HIGH YIELD 0.57% 11.95% IEF TREASURIES -0.69% 9.04% AGG BARCLAYS AGG -0.03% 8.51% MUB MUNICIPALS 0.06% 6.77% Sector Summary: US Treasuries: Throughout most of November, investors embraced the risk-on environment created in part by positive headlines regarding trade negotiations. US Treasury… Read more »
At its core, factor investing is a form of quality control. You have a set of criteria, or factors, that you believe are indicative of a stock’s success, and choose your investments by ranking companies based on these specific factors. Factor-focused investing may look at a number of different factors when choosing what stocks… Read more »
Performance Snapshot: While equities have been strong through October, so too have bonds. In fact, all domestic, investment-grade, fixed income sectors have outperformed the S&P 500 since 10/1/2018. Sector Summary: US Treasuries: While US stocks extended their rebound and reached new all-time highs in October, Treasuries continued their strong 2019 and generated positive returns during… Read more »