Insights

Important Changes from SECURE Act 2.0


International Equities – A Perspective on Valuations


Insights from the “Golden Cross”


Roth IRAs and Roth Conversions


The Importance of the Euro and European Union


Investment Themes in Equities and Fixed Income Markets


A Compelling Opportunity in Municipal Bond Closed-End Funds


Municipal Bonds and Diversification


International Equities


A Primer on Debt Issued by Business Development Companies


Our Approach to Investing in Special Purpose Acquisition Companies


Comments on the Yield Curve


Investing in Today’s Market:  Keep an Eye on Your Destination


Don’t Overlook the Benefits of Closed-End Funds


What is a Special Purpose Acquisition Company (SPAC)?