1. Send comments or questions.
  2. Full Name*
    Please enter your full name.
  3. Company*
    Please enter your company
  4. E-mail*
    Invalid email address.
  5. Phone #
    Invalid Input
  6. Subject*
    Please make a selection
    Invalid Input
  8. *
    Just a simple security measure to prove you are a human.
  9. * = Required

If I Had Only Known

December 22, 2009
Rich Berg, Phil Nussbaum

As many of you know, every year Phil and I send out a Christmas letter that is from us individually. We use this special time of the year to communicate with you in a very personal way, as we will give you our perspective of what Christmas means to us.

View Full Article

Cushion Callables: A Soft Landing?

December 16, 2009
Zach Johnson

Do you realize that it has been almost a year since the Federal Open Market Committee (FOMC) lowered the Fed Funds target rate to near zero? Much has changed in that time. The yield curve has steepened, we have seen spreads at historic wides—only to tighten dramatically in the last few months—and now with each passing quarter, there seems to be a growing sense of optimism by some in the market. Though not everyone believes the economy is getting better, most would agree that at some point, short rates must rise. As always, the real question is, “how much and when?” If we only knew the answer to that one question, decision-making in the portfolio would be much less complicated.

View Full Article