By Kevin Kelly Portfolio Manager Many fixed income investors with traditional investment-grade bond portfolios were likely disappointed by their performance in 1Q’21. This is understandable, because for the 5 years through 2020, the average annual investment-grade bond returned over 6.5%, whereas in 1Q, that return was -4.6%. Investors may not appreciate that the average investment-grade...Read More

Why is plywood so expensive? Home Depot is always a fun trip for a dad, but lately some of the joy has been taken away when I look at the prices. Inflation is alive and well, and I felt it when trying to buy lumber this weekend. Of course, being a financial planner, I made...Read More