Harness Volatility & Create Opportunity

While the CBOE S&P 500 Volatility Index (VIX) has long served as a volatility yardstick for investors, the index again stepped into the limelight in March of 2020 when it spiked to its highest level ever. Just as was the case last year, investors are needing to tap into their fight or flight instincts early … Continued

How to Visually Explain the Rise in Treasury Yields

Treasury rates are on the rise, and yield-hungry investors are making moves to satisfy their appetites. The 20-Year and 30-Year US Treasury Rates are now higher than the S&P 500 dividend yield, but the opposite was true for most of 2020. Yielding slightly more than 2%, both these long-term rates are back to levels seen … Continued

Resources for Client Communications in a Bear Market

On February 19th, the S&P 500 set a new all-time-high. The Nasdaq Composite also set a new high that day, while the Dow Jones topped out a week earlier on February 12th. Since then, we’ve witnessed some of the worst sessions in stock market history. It’s worth saying that first and foremost, there are more … Continued