Library

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, …

Markets & Economy » These Remarkable Times Continue

December 22, 2016 | Market Commentary

There’s been no shortage of press regarding U.S. equity markets hitting all time highs following the U.S. presidential election. In the weeks subsequent to the election, the S&P 500 Index rose nearly 3% as of November end, largely driven by sharp upward moves in Energy, Financial, and …

Andrew DelMedico, CFP®

Client Consultant

Financial Planning » 12 Tips for Year-End Tax Planning

December 05, 2016 | Tax Planning

If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax …

Library » Webinar: How Higher Education Organizations Can Optimize Income Using a BDIA

November 22, 2016 | Investment Management

The current regulatory and low interest rate environment are forcing higher ed professionals to find new ways to optimize their income. In this recorded webinar we share a case study on how higher education organizations can optimize their cash management strategy with a custom analysis and Bank …

Library » Webinar: How Municipalities Can Optimize Income Using a BDIA

November 22, 2016 | Investment Management

The current regulatory and low interest rate environment are forcing municipalities to find new ways to optimize their income. In this recorded webinar we share a case study on how municipal organizations can optimize their cash management strategy with a custom analysis and Bank Deposit Investment …

Nicholas Cintineo, CIPM®

Senior Investment Consultant

Endowments & Foundations » How Portfolio Modeling Tools Can Help Manage Risk

November 15, 2016 | Investment Management

Uncertainty – or what some might refer to as “risk” – is a core consideration in endowment and foundation portfolios. Common risks might include whether a portfolio will be able to grow its capital quickly enough to meet future needs, or preserve its capital diligently enough to safeguard its …

Library » Webinar: Where to Stash Your Cash

October 14, 2016 | Investment Management

The current regulatory and low interest rate environments are forcing organizations to re-think their cash management strategy. Marc Bushallow, Managing Director of Fixed Income, and Joseph Rulison, CEO of three+one discuss today’s environment, how it impacts your organization, and cash management …


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