Mel’s Money Minute: Student Loans Impacted by COVID

Here is a not so fun fact: According to Student Loan Hero, the most recent data shows that there is $1.64 trillion in total U.S. student loan debt and about $161.3 billion of that (7.6 million borrowers) is currently in default.  I could continue with more...

Private Equity Primer: Part 2

What’s your personal experience with private equity, and what have you learned about listening to pitches? I started managing money in the fourth quarter of 1993. That means I’ve been managing for over 25 years. I’ve easily seen over 100 deals. And I’ve seen them from...

Mid-March Meltdown: Bonds Explained

What happened to the bond market earlier this year? Basically, we ended up with a baby and bathwater situation. The equity market fell off between the end of February and the middle of March, and eventually, that bled over into the fixed income side. People got so...

Sector Analysis: Consumer Staples

How would you describe the Consumer Staples sector and its place in a portfolio? Consumer staples are often a healthy portion of portfolios because they offset the higher volatility sectors. These stocks are definitely valued in legacy accounts where there is a...

Private Equity Primer: Part 1

Matt, as someone who has a career of exposure to private equity deals, how would you describe the allure of these private opportunities compared to the public markets? Let’s start as big picture as possible and look at the reward proposition of private equity....