MarketWatch, January 19, 2024
I want my son to inherit my $1.2 million house. Should I leave it to my second husband in my will? He promised to pass it on. Director of
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MarketWatch, August 14, 2023
Dear Tax Guy: I inherited a lake house, but want to give my share to my sister. How can we do this — and avoid paying taxes? Director of
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MarketWatch, December 27, 2022
Dear Tax Guy: I bought a portable oxygen concentrator for a friend with terminal cancer. Could it be a charitable donation? Senior Wealth Advisor Michelle Jann reviews some of
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MarketWatch, December 21, 2022
Opinion: RMD calculation for charitable contributions: Here’s the most tax-efficient way to give Senior Wealth Advisor Michelle Jann reviews the benefits of qualified charitable distributions (QCDs) for MarketWatch readers.
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TD Ameritrade Network, December 16, 2022
The Best Way to Construct a Portfolio in Today’s Market Director of Portfolio Management Gavin Stephens, CFA, joined “Morning Trade Live” host Oliver Renick to talk about fixed income,
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The Bond Buyer, July 28, 2022
Munis follow UST rally post-weak GDP; fund inflows return Director of Portfolio Management Gavin Stephens, CFA, tells The Bond Buyer that most of the damage to bonds is finished
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MarketWatch, July 26, 2022
Here’s the threat to markets if investors ignore ‘nontrivial’ stagflation risk In a current state of stagflation, Director of Portfolio Management Gavin Stephens provided commentary to MarketWatch about how
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The Wall Street Journal, June 22, 2022
Stocks Wobble as Powell Testifies Before Congress Director of Porfolio Management Gavin Stephens spoke to The Wall Street Journal about recent market moves and recession indicators. To read
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Life’s Third Act Podcast, June 21, 2022
A discussion on markets and Goelzer’s expansion into St. Louis Don Hutchinson and Brett Stehl discuss the economy and inflation, market strategies and Goelzer’s expansion into St. Louis with
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FIN-News, June 9, 2022
Investment Advisor Adds Institutional Consultant FIN-News, which provides insights on the institutional asset management space, reported on our hiring of Brett Stehl as an institutional consultant as we grow
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CNN Business, May 16, 2022
Stocks could fall a lot further Director of Portfolio Management Gavin Stephens is quoted on whether the Fed will stay the course and hike rates, despite the stock market
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The Bond Buyer, April 27, 2022
Munis steady in their own lane amid UST volatility Director of Portfolio Management Gavin Stephens speaks about time-sensitive opportunities in municipal bonds. To read this article, please click
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Reuters, April 22, 2022
Analysis: Some investors tiptoe back into Treasuries, as hawkish Fed clouds outlook Director of Portfolio Management Gavin Stephens discusses Goelzer’s bond strategy amid a hawkish Fed. To read
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The Bond Buyer, April 18, 2022
Munis hit on long end, play catch-up to Treasuries Director of Portfolio Management Gavin Stephens’ commentary on the chances of a near-term recession is quoted. To read this
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MarketWatch, March 25, 2022
Stock-market investors should watch this part of the yield curve for the ‘best leading indicator of trouble ahead’ Director of Portfolio Management Gavin Stephens speaks to Joy Wiltermuth about
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The Bond Buyer, March 24, 2022
Munis hit hard on short end, damage felt along curve Director of Portfolio Management Gavin Stephens’ commentary on the 3m/10y yield curve is quoted. To read this article,
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Barron’s, March 23, 2022
The ‘Yield Curve’ Is Close to Inverting. A Different Curve Tells a More Upbeat Story Director of Portfolio Management Gavin Stephens is quoted on why investors may be watching
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