4675 MacArthur Court Ste. 450
Newport Beach, CA 92660

Phone: 949-576-2372
Fax: 949-502-6629

Investment Strategy

Individual bond choice matters

MARKETS & INVESTING January 22, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. Many investors buy individual bonds as a means to preserve their wealth. They can serve as a method to balance growth assets (such as stocks). We’ve talked a lot about how interest rates are currently […]

Read More...

Will the bond market cooling trend persist?

MARKETS & INVESTING January 19, 2024   Review the latest Weekly Headings by CIO Larry Adam. Key Takeaways Policymakers pour ‘cold water’ on early rate cuts Economic data is still likely to ‘chill’ Watch the quarterly refunding announcement Hope you are staying warm! This week brought record low temperatures and wind chill advisories across the […]

Read More...

Ready, set, lock in rates

MARKETS & INVESTING January 17, 2024   Senior Investment Strategist Tracey Manzi shares why the journey to lower interest rates isn’t likely to proceed in a straight line. To read the full article, see the Investment Strategy Quarterly publication linked below. Key takeaways: Stronger-than-expected growth, concerns about the U.S. government’s fiscal outlook and the Federal […]

Read More...

Clear sentiment on interest rate direction

MARKETS & INVESTING January 16, 2024   Doug Drabik discusses fixed income market conditions and offers insight for bond investors. We did an internal survey among our associates, attempting to get a feel for their views on various economic and fixed income topics. Any survey result concerning the future can net inexact results but nonetheless […]

Read More...