28 Nov 2016

Taxes: A Hint of What’s to Come

One of the immediately obvious results of the election is that the tax code is going to change. Republicans have had several plans in the works for years that differ from what Trump has proposed on the trail, so the final result won’t be known for a little bit even though changes are a priority for the President-elect and both houses of Congress. Income Taxes For the sake of simplicity,… Read More

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21 Nov 2016

Bond Rally and Rout to Nowhere

It’s not a stretch to say that 2016 has been full of surprises! One of the big surprises from our perspective up until the election was the decline in interest rates and corresponding strong return that bonds delivered. I wrote about the surprising decline in yields as early as February and was going a little bananas as yields throughout the world went negative (here, here and here).  We never went… Read More

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