By: Jamie Mullen

Tax-Free Fixed Income Commentary
2Q 2019 — Tax-Free Fixed Income
July 11, 2019

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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SMA Fixed Income Commentary
Q2 2019 SMA Fixed Income Commentary— How Can You Just Leave Us Standing? Alone in a World with Rates so Low…
July 11, 2019

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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Taxable Fixed Income Commentary
2Q 2019— Taxable Fixed Income
July 10, 2019

Fixed income returns were robust during the quarter based on the Fed’s change in messaging to a dovish stance.

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Tax-Free Fixed Income Commentary
1Q 2019 — Tax-Free Fixed Income
April 11, 2019

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

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Taxable Fixed Income Commentary
1Q 2019— Taxable Fixed Income
April 11, 2019

Fixed income returns were robust during the quarter based on the Fed’s change in messaging to a dovish stance.

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SMA Fixed Income Commentary
Q1 2019 SMA Fixed Income Commentary— Winter is Coming for Game of Thrones Fans, but is it Spring for Fixed Income?
April 11, 2019

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

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Tax-Free Fixed Income Commentary
4Q 2018 — Tax-Free Fixed Income
January 14, 2019

Rates continued to rise during the quarter and the 2 to 10-year spread contracted another 9 basis points to 24 basis points.

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Taxable Fixed Income Commentary
4Q 2018 — Taxable Fixed Income
January 14, 2019

Rates continued to rise during the quarter and the 2 to 10-year spread contracted another 9 basis points to 24 basis points.

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SMA Fixed Income Commentary
4Q 2018 — Fixed Income Underdogs are the Champs of 2018
January 9, 2019

As we head into the fourth and final quarter of 2018, the U.S. fixed income market finished September on slightly weaker ground.

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Tax-Free Fixed Income Commentary
3Q 2018 — Tax-Free Fixed Income
October 11, 2018

Rates continued to rise during the quarter and the 2 to 10-year spread contracted another 9 basis points to 24 basis points.

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Taxable Fixed Income Commentary
3Q 2018 — Taxable Fixed Income
October 10, 2018

Rates continued to rise during the quarter and the 2 to 10-year spread contracted another 9 basis points to 24 basis points.

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SMA Fixed Income Commentary
3Q 2018 — It’s the Final Countdown…
October 8, 2018

As we head into the fourth and final quarter of 2018, the U.S. fixed income market finished September on slightly weaker ground.

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SMA Fixed Income Commentary
2Q 2018 — The Rates Market Was Kung Fu Fighting
July 13, 2018

If the shape of the yield curve is any indication, the Federal Reserve and investors are locked in a battle of…

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SMA Fixed Income Commentary
1Q 2018 — Lawyers, Guns and Tariffs
April 12, 2018

Volatility has hit the fan As 2018 began, higher volatility in the markets was a distant memory from before the 2008…

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SMA Fixed Income Commentary
4Q 2017 — Sweet Dreams
January 19, 2018

Who am I to disagree? The volatility index of the stock market as measured by the VIX Index has told a…

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SMA Fixed Income Commentary
3Q 2017 — “The Waiting” Is the Hardest Part (Tom Petty)
October 12, 2017

The Beginning of QT The October Federal Reserve meeting brought the official end of QE and the beginning of Quantitative Tapering…

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SMA Fixed Income Commentary
2Q 2017 — Do It Again
July 18, 2017

“And now we’re back where we started” “Here we go around again” As I begin to pen the second quarter review,…

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SMA Fixed Income Commentary
1Q 2017 — Go Your Own Way
April 7, 2017

Raising rates is (or isn’t) the right thing to do. Fleetwood Mac’s iconic 70’s song is about the trouble in a…

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SMA Fixed Income Commentary
4Q 2016 — Tears of a Fed
January 4, 2017

As Smokey Robinson might have sung: If there’s a smile on my face, it’s only there trying to fool the public….

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SMA Fixed Income Commentary
3Q 2016 — In Bonds, No One Can Hear You Scream
October 6, 2016

The famous 1979 “Alien” movie by Ridley Scott used the line: “In space, no one can hear you scream” as its…

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