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Christmas Letter 2017

December 22, 2017
Rich Berg & Phil Nussbaum

Continuing a time-honored Performance Trust tradition, Rich and Phil send their annual Christmas greetings and message.

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No Thrill in Chasing Yield

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.

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