Financial Advisors and the Art of Listening

Have you ever noticed that the words listen and silent are spelled with the same letters?  Perhaps this is no accident, because in many ways, they mean the same thing.  Have you ever talked to someone and walked away feeling enriched because they were such a good listener, even if they were a complete stranger?…

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Increasing Income Streams: Where Should Investors Look?

As wealth managers, we intend to focus on our client’s investment returns over market cycles, not just quarterly positioning.  Risk must be measured and factored in, just as much so as the potential for rewards.  Additionally, we should not only be thinking about generating current income for our clients, but also about an increasing income…

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Don’t Fear the Repo

As if the U.S. Federal Reserve did not already have enough on its plate heading into its meeting on interest rates this week, chaos deep inside the plumbing of the U.S. financial system has thrown policymakers an unexpected curve ball.  When rates on the typically steady overnight re-purchase agreements behave like the stock market, as…

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