December 22, 2017
Rich Berg & Phil Nussbaum
Continuing a time-honored Performance Trust tradition, Rich and Phil send their annual Christmas greetings and message.
December 22, 2017
Rich Berg & Phil Nussbaum
Continuing a time-honored Performance Trust tradition, Rich and Phil send their annual Christmas greetings and message.
October 27, 2017
Andrew Pace
In today’s lower rate environment, it can be far too tempting for investors to chase after higher stated yields. However, they should always be careful to run the numbers to ensure such investments will not actually derail their long-term earnings. As an example, Andrew Pace takes a look at an Agency bond that was issued recently with a structure that does look tempting at first glance. As he walks through the structure, Andrew emphasizes the importance of Shape Management®, running total returns, and looking at the long-term consequences of investments.
The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners ("Performance Trust") may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information. Performance Trust is not a chartered bank or trust company, or depository institution. It is not authorized to accept deposits or trust accounts and is not licensed or regulated by any state or federal banking authority.