Sweetheart Deal

By | March 14th, 2016|Advisor Insights|

They say that patriotism is the last refuge to which a scoundrel clings. If you missed it, Moody’s just agreed to a $130 million settlement with a California pension fund. The agreement resolved one of the industry’s last remaining legal migraines attached to the Financial Crisis of 2008. You’ll probably remember that eight years ago [...]

Illusive Public Offerings

By | February 29th, 2016|Advisor Insights|

Since nothing says “risk-on” like the IPO market, it’s no surprise that current “risk-off” conditions are crushing the market’s newest companies. This hostile environment will doubtlessly have far-reaching effects on Wall Street, which has been hugely profiting from the public offering boom, and Silicon Valley, which has propagated many of the new ventures. The 10 [...]

Chaos Theories

By | February 15th, 2016|Advisor Insights|

Exponentially rising volatility in stocks, bonds, currencies, and commodities has left market pundits around the world scrambling to figure out what’s going on. As analysts search for reasons for the global volatility, what seems plausible one day is quickly disqualified the next when the market veers in a different direction. Scientists have a name for [...]