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The Rise of Impersonation Scams How Malicious Mobile Apps are Deceiving Investors
The surge in smartphone use has opened new doors for criminals. Malicious mobile apps that mimic legitimate financial firms have become a major threat. These apps use real company logos, employee names, and branding to trick investors into handing over money or cryptocurrency. The losses are staggering: in 2025 alone, crypto-related scams caused $14 billion in damage. Even firms without mobile apps face risks, as scammers exploit their names to harm reputations and steal from
Laurie Addison
May 142 min read


Is Your Bond Portfolio Losing 25% of Its Income to "The AUM Tax"?
For years, the financial industry has moved toward a "one-size-fits-all" fee model: the 1% Assets Under Management (AUM) fee.
Jeremy Dunning
Jan 283 min read


Bond Market Update for 12.4.25
During the week of December 1–5, 2025, the bond market experienced significant volatility as U.S. Treasury yields first surged and then retreated reaching its highest level in two weeks. This was driven in part by weakness in Japanese government bonds and speculation around tighter Bank of Japan policy pushed yields higher. Heavy corporate bond issuance also added supply pressure, contributing to a rise in the term premium and weighing on liquidity. As the week progressed, ho
Travis Stephens
Dec 4, 20251 min read


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 7, 20251 min read
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