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Why Taxes Deserve a Front Seat in Retirement Planning Conversations
When it comes to retirement income planning, taxes matter, a lot. Yet tax planning is often overlooked or oversimplified. The…
Q2 2025 Market Reflections: What Market Swings Taught Us About Long-Term Investing
The first half of 2025 delivered one of the most dramatic market narratives in recent history, with investors experiencing volatility…
The Holy Grail of Income Planning
When it comes to retirement planning, financial expertise alone isn’t enough. Today’s clients are looking for more than just numbers.…
Scaling for Enterprise Growth with Client Segmentation
Are you ready to grow your firm but want to ensure that you maintain the level of service clients expect…
Swaption volumes by strike – Q2 2025 |
This post looks at USD swaptions activity in Q2 as part of our regular quarterly coverage, the most recent of…
Tips and Tricks for a Getaway
Are you planning a holiday? Don’t you think that this is one of the most difficult parts of the vacation?…
€STR volumes and market share – May 2025 |
In May 2025, open Interest (OI) in €STR futures exceeded €1.9 trillion notional equivalent, with ICE OI exceeding €1.3 trillion.…
The times they are a’changin’!
In my first two data posts for 2025, I looked at the strong year that US equities had in 2024,…
The Opportunity Cost of Holding Too Much Cash, Ep #242
When is enough, enough? Many investors have recently found solace in growing their cash reserves, whether in their checking accounts,…
Social Media Lead Generation Strategies To Implement In 2025
Hyper-connectivity and FOMO have got everybody hooked onto social platforms. Are businesses leveraging this untapped goldmine of potential leads? With…
