Back to Top

2Q21 CIO Commentary

2Q21 CIO Commentary

If Marty McFly pulled up in the driveway, US equity market valuations now and in 2000, and more in this quarter’s CIO Commentary.

1Q21 CIO Commentary

1Q21 CIO Commentary

A rough quarter for bonds, we take a deep dive into inflation, and 1% for the Planet in this quarter’s CIO Commentary.

Don't Leave Money on the Table

Don't Leave Money on the Table

Credit card rewards programs have grown especially generous over the last decade. I didn’t realize this until 2017. If you're not getting back at least 2% on your credit card spending, then I suggest you've got some homework to do. Don’t leave money on the table like I did.

4Q20 CIO Commentary

4Q20 CIO Commentary

The US elections, Brexit, signs of an investment bubble, and more in this quarter’s CIO Commentary.

3Q20 CIO Commentary

3Q20 CIO Commentary

The shape of K, average inflation targeting, gold, Chuck, and more in this quarter’s CIO Commentary.