Investing is about having a plan to leverage savings for the purpose of satisfying life’s ambitions. And when times get tough, as they always do in investing, it helps to have people you can trust, have confidence in, and who are familiar. All bring about a sense of peace and satisfaction when the volatility cycles higher and markets become choppy.
Download Q3 2014 commentary
Q2 2014 Macro Commentary
We discuss today’s valuation and the “casual” outlook towards future risks.
Download Q2 2014 commentary
Q1 2014 Macro Commentary
We discuss the FED and how their actions create opportunities in the municipal bond market
Download Q1 2014 commentary
Van Hulzen wins Public Pension Covered Call Mandate
East Bay Municipal Utility District chooses for Covered Calls
2014 Outlook
We discuss various investing themes for 2014 in what we believe is a fully valued market
Download January 2014 commentary
Good News? Or Merely Less Bad News?
We outline the details of the government stimulus and housing programs, their intentions, and their implications for investors.
Download April 2009 commentary
