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Market Synopsis for 11/2 -11/7/2025
During the week of November 2–7, 2025, the bond market saw a modest rise in U.S. Treasury yields as investors remained cautious amid ongoing inflation concerns and questions about economic momentum. The 2-year Treasury yield climbed roughly 6 basis points to around 3.63%, while the 30-year yield increased by about 9 basis points to approximately 4.74%. Municipals outperformed Treasuries during the week, as Muni-to-Treasury ratios declined across maturities. Overall, the fixed

Travis Stephens
Nov 71 min read
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Market Synopsis for 10/20/25 - 10/24/25
General yields moved lower amid heightened risk-off sentiment, with the 10‑Year U.S. Treasury Note yield slipping to around 3.97 % by October 22—down from about 4.00 % earlier in the week. The decline was driven by concerns over banking sector strain (notably losses at Zions Bancorp and Western Alliance Bancorp), lingering trade tensions, and the ongoing U.S. government shutdown limiting fresh economic data. Municipal bonds saw strong demand despite heavier issuance. Looking

Travis Stephens
Oct 221 min read
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Market Synopsis 10.7.25
Bond Market Recap (Week of October 6–10, 2025) General yields have been volatile this week as global and domestic uncertainty rattled...

Travis Stephens
Oct 71 min read
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Market Synopsis 9/12/25
Bond yields were volatile during the week of 9/8/25 to 9/12/25 as economic data leaned weaker and Fed rate cut expectations began to...
tstephens94
Sep 121 min read
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Missouri Eliminates Its Capital Gains Tax: What It Means for You
Missouri just became the first state with an income tax to eliminate its capital gains tax for individuals. As of January 1, 2025, investors and business owners filing in Missouri can deduct 100% of their federally reported capital gains from their state taxable income. That includes gains from stocks, bonds, real estate, businesses, crypto; basically, anything that shows up on your federal return.

Jeremy Dunning
Sep 52 min read
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Calculating an Investment’s Basis
calculating your basis in an investment

Michael A. Horton
Aug 111 min read
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Market Synopsis 7.11.25
Bond market prices were lower this week, primarily driven by shifting economic data and monetary policy expectations, as well as the...

Travis Stephens
Jul 101 min read
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Managing Your Nest Egg After Retirement
You may think that after retirement you can sit back and stop worrying about money…after all, you scrimped and saved for decades. You’re...

Michael A. Horton
Jun 302 min read
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June 5 2025 Market Synopsis
This week, the bond market has spent a majority of its time "on the putting green". This is due to a number of weak economic data points...

Travis Stephens
Jun 51 min read
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Reading Between the Lines of the Economy: What Hemlines, Garbage, and Champagne Can Tell Us
What Hemlines, Garbage, and Champagne Can Tell Us: In a world where the economic picture isn’t always black and white, sometimes it pays to pay attention to the weird stuff.
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Want a clearer view of what actually matters to your portfolio? Let’s talk.

Jeremy Dunning
Jun 32 min read
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