Big Picture Perspective

Over the past weeks, global events related to the COVID-19 pandemic have disrupted markets and left many investors unsure of how their hard-earned savings will perform in the future. Especially with 2019 bringing healthy growth to retirement accounts, the recent stock...

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A Call for Discipline in the Face of Adversity

If you're alive (and hopefully one or two of you still are), then you're most assuredly aware of the sharp stock sell-offs which have now "officially" pushed markets into Bear territory for the first time since 2009. Though puncturing and confidence-shaking, recent...

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Mel’s Money Minute: Committing to Discipline

My goal with the last “Money Minute” was to provide a different perspective when it comes to thinking about money. Certain strategies may work for some, but I found a behavioral understanding approach to work more effectively than a rule-based approach. We live in a...

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Bond University: Fixed Income Basics

How did you get started working with bonds? For me, I started as a cold caller for a bond desk, and the way for me to be successful at that time was to understand what I was trying to sell advisors. I came from a regular investment advisory background as an intern and...

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News and Media

Narwhal Capital Releases Q3 2019 Macro Review and Outlook

On October 22, 2019, Narwhal Capital released its Q3 2019 Review for public consumption. The commentary contained therein is the firm’s opinion at the time of publication and not intended to be investment advice. The commentary is divided into 3 parts. In part 1, we...

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