Investment Insights

Latest Investment Insight - 05/19/17

A Macro View – What Treasury Yields Are Telling Us

At its most basic level, the term structure of interest rates, or the yield curve, as it’s more commonly known, represents prevailing interest rates the US Government must pay to issue new debt of various maturities. In turn, these interest rates influence the cost of funds for corporations and individuals.

04/28/17

While much has been assumed about fee compression in the investment advisory space, there has been little data available to help financial advisors and wealth management firms truly understand the marketplace. Guessing blindly about pricing trends has often led advisors to be concerned they are charging fees that are too high whereas firms may assume their financial advisors are charging submarket fees.