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)?