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No Pain, No Gain — Swapping onetimelosses for core earnings

Many portfolios contain holdings purchased prior to last year’s presidential election at yields well below 2.00%. With cost of funds slowly beginning to move higher, margins on these low yielding investments will continue to compress. Taking a one-time loss in these holdings before the end of the year allows you to redeploy these funds at 2.00% plus yields and start 2018 in a stronger core earnings position.

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