Redefining the Retirement Income Goal
The following is based on “Redefining the Optimal Retirement Income Strategy,” from…
Book Review: The Enduring Value of Roger Murray
The Enduring Value of Roger Murray. 2022. Paul Johnson and Paul D.…
Splitting the Risk: How to Manage Interest Rate Risk in Project Finance
Saudi Arabia’s economy is surging. The debt market tells the story: Banks…
Decision Attribution: Portfolio Manager Skill vs. Past Performance
A portfolio manager’s job is to make decisions — all day, every…
Bitcoin Mining and Local Stock Market Performance Correlations
Crypto is an uncorrelated asset class, according to its proponents, and as…
Equity and Bond Correlations: Higher Than Assumed?
Introduction Investing can seem like an endless cycle of booms and busts.…
DC Plan Sponsors: Seven Priorities for 2023
Defined contribution (DC) plans, among other retirement savings vehicles, are the most…
Have Central Bank Interventions Repriced Corporate Credit? Part 3
The Ongoing Influence of Fed Intervention The markets responded immediately when the…
Beyond Duration and Convexity: Eight Ways to Bond with Clients
After working with private clients for 27 years, I’ve done many non-traditional…
The Debt Ceiling: A Nation Divided and Indebted Cannot Stand
“Exigencies are to be expected to occur, in the affairs of nations,…
