Latest News COMBINED
Our latest insights on bond market activity and events affecting the investment landscape.
From the Desk of David Loesch – July 16, 2026
Investors placed more than $70 billion in orders for roughly $2.4 billion of tax-exempt bonds this week, one of the largest order books in municipal market history.
IBM – Timing Is Everything
On Tuesday, IBM shares crashed roughly 25%, the worst single-day drop in the company’s history, after pre-announcing preliminary Q2 results that badly missed expectations
From the Desk of David Loesch — July 9, 2026
Fed Chairman Kevin Warsh’s break from forward guidance is looking less like a one-off posture and more like doctrine.
Keeping More of What You Earn: Managing Taxation with Municipal Bonds
Every investor is familiar with the quiet frustration of watching a solid return diminish under the weight of taxes and inflation.
Warsh Reminds Investors Where He Stands on Guidance
Federal Reserve Chairman Kevin Warsh used his appearance with CNBC’s Sara Eisen at the ECB Forum on Central Banking to reaffirm his stance against forward guidance.
From the Desk of David Loesch – July 2, 2026
Municipal investors are entering the summer with their most favorable technical backdrop in months.
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Scary Headlines! Now What?
Duration: 2:53
Transcript: Well, if you are looking at the headlines and getting a little bit worried, you are in good company.
The Market Hates Uncertainty
Duration: 3:48
Transcript: Well, we all know that the market really hates uncertainty. I think everybody does, really, when it comes down to it.
Navigating Uncertainty in Fixed Income Securities
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 with that.
Nobody Has A Crystal Ball
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 at this going, okay. What exactly should I do? What should I expect?
Video: Does Volatility Present an Opportunity to Muni Bond Investors?
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 look at munis.
Video: Should You Worry About the Possibility of Tax Exemptions Going Away?
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.
Video: Should You Buy Securities with Longer or Shorter Dated Maturities?
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 with that.
Video: DRL’s Perspective on Credit Quality and Bond Insurers
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.
Video: Our Experience is Your Advantage
Duration: 2:49
Transcript: I got in the business August of nineteen ninety four, and my introduction to the business was Orange County filing bankruptcy. That was a very big moment in the municipal bond world.