April 27, 2020 Four Facts: The Energy Sector

Here is our latest version of "Four Facts with FourThought," featuring our Chief Investment Officer Patrick Baumann. This week's facts come from the U.S. Energy Information Administration and focus on oil and the energy sector. https://vimeo.com/412771153
Foreign currency

Active Versus Passive Management for International Funds? Yes.

The debate between active and passive fund management in institutional investing has been raging for years. Institutional as well as retail investors tend to believe passionately in one versus the other, but what evidence is there to support either approach? Passive...

Our View: Fixed Income Investments

Balancing the need for liquidity in your portfolio with bond yields in a low interest environment is difficult, but not impossible.

Industry News

Our View: Fixed Income Investments

Our View: Fixed Income Investments

You can download a pdf version of this white paper by clicking HERE. HOW TO BALANCE THE NEED FOR LIQUIDITY WITH THE NEED FOR A YIELD THAT OUTPACES INFLATION IN TODAY'S MARKET  Most investors have at least a portion of their total portfolios allocated in fixed income....

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