For years, the financial industry has moved toward a "one-size-fits-all" fee model: the 1% Assets Under Management (AUM) fee.

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

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

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.