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Perspectives from
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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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