by DRL Group | Apr 17, 2025 | Market Insights, Video
Duration: 2:52 Transcript: So there’s an old saying out there, no one has a crystal ball. Right? Your plan is still your plan. If you’re one of our clients, whether whether you do business with us or not, you’re watching this and you’re looking...
by David Loesch | Mar 27, 2025 | David, Market Insights, Video
Duration: 3:10 Transcript: Volatility is generating an opportunity. If you are looking to put money to high grade securities, if you’re looking to protect your wealth, or if you’re looking for tax advantage type stuff, it might be a good time to take a...
by David Loesch | Mar 26, 2025 | David, Market Insights, Video
Duration: 2:24 Transcript: If we have an exemption that goes away, Municipalities would have to compete against say corporate bonds as an example. We’ve been asked a lot about tax exemption on municipal bonds. Specifically, is the federal tax exemption going to...
by David Loesch | Mar 25, 2025 | David, Market Insights, Video
Duration: 4:17 Transcript: If you’re looking to buy higher grade securities with a higher rate of return, then you might consider going out a little further. If you are only seeking to build a ladder, one to five years in this example, we can certainly help you...
by David Loesch | Mar 24, 2025 | David, Market Insights, Video
Duration: 2:01 Transcript: We primarily try to stick with double a rated paper or higher. The reason being is that we feel comfortable with overall credit qualities, double a rated or higher due to the low default rate on those securities. So, we’ve been asked a...
by David Loesch | Mar 23, 2025 | David, Market Insights, Video
Duration: 2:49 Transcript: I got in the business August of 1994, and my introduction to the business was Orange County filing bankruptcy. That was a very big moment in the municipal bond world. No one ever thought that a large municipality such as Orange County would...
