Emphasizing Safety on the Bond Side of the Portfolio

Chief Investment Officer Kevin Grogan shares our philosophy on fixed income investing, why it’s important to deemphasize credit risk and a historical examination of taking such risks.

Economic Views: Inflation May Have Peaked as New Year Begins

As the new year begins, markets have grown somewhat more optimistic that the Federal Reserve will successfully bring inflation down without causing a deep recession.

A Refreshing Perspective on Money and Happiness

Eighteenth-century Swiss philosopher Jean-Jacques Rousseau said, “The money you have gives you freedom; the money you pursue enslaves you.” He clearly believed that money alone can’t guarantee happiness, and many other philosophers, business moguls, and philanthropists both before and after his time would agree. After all, it’s likely very few of us in the end […]

Long-Term Disability Insurance: You Likely Need More Protection Than You Have

If your ability to pay your family’s monthly living expenses relies upon maintaining your current income, this article is for you. Or, if your future lifestyle needs, wants and dreams—your retirement goals, in other words—depend on your ability to save a certain portion of your income for years to come, then this article is applicable […]

Sway with the Wind

As we’ve learned, economic circumstances can at times change relatively quickly and unpredictably. Companies in some sectors may suffer while others thrive. Your personal economy, which is based on your particular situation, may be completely different than your neighbor’s. It often feels like trying to predict what things will cost and where the economy is […]