Library

Marc Bushallow

Managing Director, Fixed Income

Library » Comparing Traditional Cash Management Strategies

August 17, 2016 | Fixed Income

Traditionally, organizations have earned income on deposits through Earnings Credit Rates, Money Market Deposit Accounts, and Certificates of Deposit. However, the amount of income earned from these cash management strategies has significantly declined over the years and is not poised to return …

Library » July 2016 Perspective

July 06, 2016 | Market Commentary

The nonfarm payroll report released at the beginning of June showed that the economy created only a paltry 38,000 jobs in May, well below the 178,000 average for the first four months of the year. The unemployment rate fell to 4.7% from 5.0%, but only due to a significant drop in the size of the …

Library » Investing Cash Balance Plan Assets

June 23, 2016 | Retirement Plans

Introduction Many Cash Balance plan sponsors, especially small to mid-sized professional firms, appreciate relatively predictable and level annual plan contributions. These firms tend to use the plan as a tax management tool, because the plan contributions are tax deductible and will offset …

Markets & Economy » Unlocking Income: Using a BDIA to Optimize Cash

June 01, 2016 | Investment Themes

Before the 2008 Global Financial Crisis, public and private organizations generated sizable returns on cash deposits held at banks, in money market accounts, and through certificates of deposit. Today, post-crisis regulations make it nearly impossible to generate meaningful income on excess cash …

Nicholas Cintineo, CFA®, CIPM®

Senior Investment Consultant

Endowments & Foundations » Endowment & Foundation FAQs: The Hidden Risks of Fixed Income

April 26, 2016 | Investment Themes

Many Endowments & Foundations have questions on how to navigate the risks in today’s fixed income environment so they can stay on track towards their long-term goals. Here, we share our perspective on the current risks and how they can be managed. Why should Endowment & Foundation investors be …

Shelby George

Senior Vice President, Advisor Services

Library » Fixed Income Literacy

April 05, 2016 | Fixed Income

Fixed income can be a daunting topic for even the savviest of investors. So it is no surprise that a recent Edward Jones survey found that 63% of Americans "don't know" how rising rates will affect their portfolios, while another 24% feel "completely in the dark." Many plan sponsors feel the …


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