Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either incorporate or diversify their clients’ portfolios (more specifically, to add separately managed accounts (SMAs) to the index and mutual funds those clients currently hold).
Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either
Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and have been involved with several nonprofits throughout the city and state. Sometimes, those two stories collide wherein I find myself serving on a nonprofit’s endowment committee. And while I love the...
Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and
The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from producing automobiles. This is such a pivotal economic and political issue that the two leading presidential candidates visited Detroit within a day of each other. The struggle between auto labor and...
The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from
“We can and we must reduce Russian LNG exports to phase them out completely.” -- EU Energy Commissioner Kadri Simson
“We can and we must reduce Russian LNG exports to phase them out completely.” -- EU Energy Commissioner Kadri Simson
Last week, the Fed announced that it would not raise the Fed Funds rate in September. By our way of thinking, though, they left the door open for future increases (data dependent). This left us pondering whether the current Fed Funds Rate is restrictive or not (we think that many of the talking heads are suffering from recency bias, or we may be...
Last week, the Fed announced that it would not raise the Fed Funds rate in September. By our way of thinking, though, they left the door open for
We have long written about the two periods when the municipal bond market organically generates the most cash flow into the market — the January / February period and the June / July period. These are the periods when most municipal bonds pay interest and mature. Also, the municipal market tends to screech to a halt between Thanksgiving and New...
We have long written about the two periods when the municipal bond market organically generates the most cash flow into the market — the January /
Companies have been rethinking how they do business across industries, geographies, etc. Remote vs. hybrid vs. in-office, fractional executives, outsourcing, you name it. But we think a huge change is also coming to the world of financial advisors — we’re calling it “Fixed Income as a Service.” We believe subadvisory services like Fixed Income as...
Companies have been rethinking how they do business across industries, geographies, etc. Remote vs. hybrid vs. in-office, fractional executives,
Are we headed for a recession or what? Why are mortgage rates still going up? Why shouldn’t I put all my cash into CDs right now?
Are we headed for a recession or what? Why are mortgage rates still going up? Why shouldn’t I put all my cash into CDs right now?
The week of August 14, 2023, has been a tough one for most markets. Stocks are down, and bonds are up in yield. Many street analysts are changing their outlooks from “a recession is around the corner” to “a soft landing is being engineered.” Some are even saying that no landing is likely. The Federal Reserve’s minutes and commentary before the...
The week of August 14, 2023, has been a tough one for most markets. Stocks are down, and bonds are up in yield. Many street analysts are changing
Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer chronicles the life of J. Robert Oppenheimer, the theoretical physicist who spearheaded the Manhattan Project—here in New Mexico—and ushered in the atomic era. Suffice it to say this is a story of great...
Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer
Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either incorporate or diversify their clients’ portfolios (more specifically, to add separately managed accounts (SMAs) to the index and mutual funds those clients currently hold).
Serving Registered Independent Advisors (RIAs) is at the heart of what we do at CDI. Numerous RIA partners have come to us wanting to either
Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and have been involved with several nonprofits throughout the city and state. Sometimes, those two stories collide wherein I find myself serving on a nonprofit’s endowment committee. And while I love the...
Among the things I’ve been lucky enough to do in my professional life in Santa Fe, NM, two stand out: I’ve enjoyed a successful career in finance and
The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from producing automobiles. This is such a pivotal economic and political issue that the two leading presidential candidates visited Detroit within a day of each other. The struggle between auto labor and...
The Big Three U.S. auto workers went on strike in September. Labor and management couldn’t come to an agreement about how to split the proceeds from
“We can and we must reduce Russian LNG exports to phase them out completely.” -- EU Energy Commissioner Kadri Simson
“We can and we must reduce Russian LNG exports to phase them out completely.” -- EU Energy Commissioner Kadri Simson
Last week, the Fed announced that it would not raise the Fed Funds rate in September. By our way of thinking, though, they left the door open for future increases (data dependent). This left us pondering whether the current Fed Funds Rate is restrictive or not (we think that many of the talking heads are suffering from recency bias, or we may be...
Last week, the Fed announced that it would not raise the Fed Funds rate in September. By our way of thinking, though, they left the door open for
We have long written about the two periods when the municipal bond market organically generates the most cash flow into the market — the January / February period and the June / July period. These are the periods when most municipal bonds pay interest and mature. Also, the municipal market tends to screech to a halt between Thanksgiving and New...
We have long written about the two periods when the municipal bond market organically generates the most cash flow into the market — the January /
Companies have been rethinking how they do business across industries, geographies, etc. Remote vs. hybrid vs. in-office, fractional executives, outsourcing, you name it. But we think a huge change is also coming to the world of financial advisors — we’re calling it “Fixed Income as a Service.” We believe subadvisory services like Fixed Income as...
Companies have been rethinking how they do business across industries, geographies, etc. Remote vs. hybrid vs. in-office, fractional executives,
Are we headed for a recession or what? Why are mortgage rates still going up? Why shouldn’t I put all my cash into CDs right now?
Are we headed for a recession or what? Why are mortgage rates still going up? Why shouldn’t I put all my cash into CDs right now?
The week of August 14, 2023, has been a tough one for most markets. Stocks are down, and bonds are up in yield. Many street analysts are changing their outlooks from “a recession is around the corner” to “a soft landing is being engineered.” Some are even saying that no landing is likely. The Federal Reserve’s minutes and commentary before the...
The week of August 14, 2023, has been a tough one for most markets. Stocks are down, and bonds are up in yield. Many street analysts are changing
Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer chronicles the life of J. Robert Oppenheimer, the theoretical physicist who spearheaded the Manhattan Project—here in New Mexico—and ushered in the atomic era. Suffice it to say this is a story of great...
Although we haven’t seen it yet, Universal Pictures’ star-studded film Oppenheimer hit theaters last weekend, and it looks compelling. Oppenheimer