Jon Smith, Chief Investment Officer of DT Investment Partners, revisits a recent post (see “Perspective on Recent Market Volatility” dated 10/25/18).
Advising clients through the ups and downs of market cycles, the most important advice we have, barring material change to financial circumstance, is to keep volatility in perspective.
What's the difference between individual bonds and bond mutual funds / ETFs --- a brief update in the context of a rising interest rate environment.
The TCJA impacts individuals and businesses on a level not seen in over 30 years . . . this briefing gives context and summarizes the key changes.
Jon Smith discusses municipal credit quality, the pension issues we face as a country and the need for strong credit research with the Philadelphia Inquirer.
Will Illinois become the first state in US history to fall below an investment grade rating? Get our thoughts, position and expectation for the municipal bond market going forward.
Each of us, regardless of vote or party, had a natural and valid reaction to the results of yesterday's presidential election. On a personal level, of course, we're no different. Yet, as financial advisors, our job is to detach from the emotion and focus on financial well-being.
To the surprise of most investors, on June 23rd, Britain voted to leave the European Union (EU) . . . our Chief Strategist, Andy Zimmerman, discusses what that means for global financial markets.
Jon Smith, of DT Investment Partners, discusses the effect of an interest rate hike on bond markets . . . see why we prefer individual bond holdings over engineered ETFs in this environment.