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Defined Maturity Funds: Is It a Bond, A Fund, Or Both? In a previous post, we discussed the most common types of investment funds: mutual funds and exchange-traded funds (ETFs). This review [...]

  Disasters like fires, accidents, and unexpected deaths are not subjects we enjoy contemplating. This discomfort may explain why many investors overlook the importance of regularly [...]

What if you were offered an opportunity to join an elite investment group? For many, the allure of exclusivity is compelling. But when it comes to hedge fund investments, the decision to join [...]

The low-interest-rate environment following the Global Financial Crisis led many investors to seek alternative sources of bond yields. Debt securities issued in emerging markets (EM), such as [...]

A Master Limited Partnership (MLP) is a limited partnership listed on a securities exchange. This business structure allows the general partners to maintain complete control of the business, [...]

When people think of investing, they often imagine traditional assets like stocks and bonds. However, a significant portion of the investment market is dedicated to financial instruments known as [...]

Alternatives: What are Directional Strategies? Directional strategies are more straightforward compared to other complex alternative investment strategies. Essentially, they enable fund managers [...]

  Overview  Bank loans, also known as senior or leveraged loans, have gained popularity as investment vehicles. They offer high yields and protection against rising interest rates. However, [...]

As a Senior Fixed Income Strategist, Pete works with Portfolio Managers to build and manage customized fixed income portfolio solutions in accordance with clients’ financial goals and risk [...]

As a Financial Advisor, Erich takes a hands-on approach to implementing clients’ financial goals and strategies with great thoughtfulness. With over 20 years of experience working with [...]

As an Associate Financial Advisor, Jay works closely with Financial Advisors to assist clients in the development and implementation of financial plans. Prior to Empirical, Jay had seven years of [...]

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