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Insights

July 23, 2021

Ready For Rising Rates

How managing duration can help preserve the value of fixed income investments during rising interest rate environments
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May 27, 2021

Buying Muni Bonds At A Premium

With interest rates still near generational lows, the Federal Open Market Committee (FOMC) may be inclined (or forced) to raise short-term interest rates should inflation exceed its inflation target.
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April 28, 2021

Municipal: 1Q 2021 Sector Update

Our quarterly municipal bond commentary provides you with information on the strategy and model performance for the past quarter. However, in light of recent events, we want to give our readers a deeper dive
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November 22, 2019

Investors Want Shared Religious Values With Their Financial Advisor

Discussions about religious values are often avoided in business settings, but recent data shows that avoiding the topic as a financial advisor could hurt your business.
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October 29, 2019

Vaping and the Financial Markets commentary

Tobacco and Cannabis have long been two hot button topics in the responsible investing space. But recent headline grabbing news has forced many Americans to confront uncomfortable facts
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October 3, 2019

Making the Switch

A diversified portfolio utilizes different sectors and asset classes to help meet an overall financial objective. At Crossmark, our clients allocate their funds to our fixed income products for three reasons:
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October 3, 2019

Volatility as an Asset Class

Volatility has existed since the advent of free markets. However, it was difficult to measure and track due to technological shortcomings. This changed when the Chicago Board Options Exchange® (CBOE®) created
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March 4, 2019

Retirement Investments Through a Different Lens

Explore retirement investments through the strategic perspective of Equity income and Fixed Income Products.
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October 17, 2018

Investors, Advisors and Values-Based Investing

We conducted a nation-wide survey of high net worth investors to get to the core of this question - how much do investors know about values-based investing approaches?
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September 19, 2017

Responsible Investing Part 3 of 3

Fiduciaries can deepen their relationships with clients through understanding their clients' unique values and investing priorities.
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