Asset Allocation Bi-Weekly: Tackling Long-Term Interest Rates

Published on March 7, 2025

In his testimony before the House Financial Services Committee February 12, Federal Reserve Chair Powell was questioned about why mortgage rates had not declined.

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What’s The Difference between RSUs and Stock Options?

March 7, 2025
If you work in tech, you’ve probably seen RSUs (Restricted Stock Units) or stock options in your compensation package. Maybe you assumed they were the same thing—or thought, Great, free stock!—only to realize later that vesting, taxes, and selling strategies make a huge difference.Both can be valuable, but they work very differently. If you don’t understand the difference between RSUs and stock op

Is Eliminating the Tax Exemption on Municipal Bonds Worth the Cost?

March 7, 2025
The municipal bond tax exemption is back in focus. We believe the threat to infrastructure investment outweighs the modest revenue benefits, which could keep the risk of elimination or significant curtailment low.