Library

Markets & Economy » Federal Reserve Hikes Rates, Ushers in Accelerated Pace

March 16, 2017 | Investment Management

In a widely expected move, on Wednesday afternoon, Federal Reserve policymakers chose to hike interest rates by a quarter of a percentage point to a range of 0.75 to 1.00 percent, noting increased inflationary pressures and economic activity that has continued to expand at a moderate pace. The …

Markets & Economy » 2017 Could be the Year of the Active Manager

February 10, 2017 | Active Management

It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the realities of today’s environment. Active …

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » Fed Raises Rates: Implications for Fixed Income Investors

December 23, 2016 | Investment Management

The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, …

Library » Investing Cash Balance Plan Assets

June 23, 2016 | Retirement Plans

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 taxes owed by the …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

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

April 26, 2016 | Investment Management

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 …


Loading...