We are pleased to announce that our colleague, Steve Bogner, has been named to TheFinancial Times 2018 listing of the country’s “401 Top Retirement Plan Advisers.” This is the third consecutive year he has been so honored. This independent survey recognizes financial professionals who specialize in advising on defined contribution (DC) retirement plans. It reflects data gathered from […]
Much of the world’s attention is currently focused on the thrilling 2018 World Cup of soccer. In the spirit of some midsummer fun, it’s also a great opportunity to take an entertaining (but educational!) look at the global fixed income environment. We present the inaugural edition of Treasury Partners’ World Cup of Fixed Income – […]
“When Trump signed the tax reform bill on December 22nd, the S&P 500 was right around 2700, and we’re still at those levels. So investors can still buy stocks today and they’re not paying up for tax reform.” Richard Saperstein, Chief Investment Officer During his recent appearance on CNBC’s Half Time Report, while he acknowledged […]
Italy’s Awful Week = A Lesson for Investors Market headlines last week were dominated by foreign affairs, as fresh political turmoil in Europe prompted large yield shifts in several major sovereign bond markets. These developments also serve as a fresh cautionary tale – with an Italian flair – for how suddenly a badly-mispriced security […]
“When properly constructed, the investment policy statement can protect both the client and the adviser, and goes a long way toward fostering a relationship built on mutual trust and respect.” Stuart Riemer – Fostering Trust Between Client and Fiduciary, my latest article featured in Law360, explains why developing a detailed investment policy statement at the outset […]
Short term rates have continued to move higher which has created two opportunities for corporate cash investors. Click here to read our thoughts on what’s behind these moves and how we’re positioning portfolios.
“The markets are making a big deal over tariffs but in order of magnitude, everyone’s missing the boat. Tax reform is way more powerful than tariffs. That’s what we should be focusing on.” Richard Saperstein, Chief Investment Officer During his most recent appearance on CNBC’s Half Time Report, Richard Saperstein cited why investors should focus on […]
In a recent Chart of the Week we pointed out that the 2 Year Treasury yield recently exceeded the S&P 500’s dividend yield for the first time since the financial crisis. Although a 2 Year Treasury yield in the 2.40% range certainly isn’t high by pre-crisis standards, it’s still a good reminder of just how much […]
President Trump signed the tax reform bill on December 21, 2017. The reform bill lowers the corporate tax rate, allows 100% capex expensing and encourages repatriation of overseas cash, significantly improving the international competitiveness of the U.S. The benefits of tax reform significantly outweigh announced tariffs. However, the S&P 500 is now trading at levels […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of HighTower Advisors, LLC, or any of its affiliates.
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about the authors
began his career in the financial services industry in 1997 with AIG International. He has been associated with David D’Amico and Steven Feit since 1998, and joined Richard Saperstein at CIBC Oppenheimer in 2002.
Mr. Jones is Treasury Partners’ Senior Portfolio Manager and a member of the Portfolio Management Group. He implements and maintains our fixed income investment portfolios, and invests considerable time communicating with “the Street” and assessing developments within both the bond market and broader financial markets.
began his career in the financial services industry in 2002 with General Electric Asset Management, and was a fixed income corporate research analyst prior to joining Treasury Partners in 2009.
He is a member of our Portfolio Management Group. His responsibilities include performing top-down, macro due diligence and developing investment strategies across fixed income, equity, and ETF markets.
joined Treasury Partners in May 2015 as a municipal analyst with our Portfolio Management Group. He previously was a senior analyst with Public Financial Management, a financial advisor to state and local governments and other public sector institutions.
He analyzes municipal issuers' outstanding debt, and performs related quantitative analytics with the objective of identifying high quality credits with competitive pricing and yields.
began his career in 2008 with J.P. Morgan and joined Treasury Partners in 2009. He is a member of our Portfolio Management Group with primary responsibilities in the areas of portfolio analytics, research and reporting, investment due diligence, and third party manager analysis.
Mr. Saad conducts ongoing evaluations of the equity and fixed income portfolios strategies we manage internally, and monitors the investment managers we engage to run selected equity, fixed income, and alternative strategies.