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Weathering the Storm: Why Volatility Is a Feature, Not a Flaw
After a long stretch of calm, volatility has returned to financial markets. Recent tariff announcements have triggered sharp fluctuations in asset prices. The Volatility Index (VIX), a measure of [...]
Treasury Yields Defy Expectations, Raising Questions About Basis Trades
Executive Summary: Equity market volatility has increased in recent weeks, a development typically corresponding to falling Treasury yields. Instead, yields rose last week and are higher than [...]
Selecting The Right Investment Product
When selecting an investment product, thorough research is essential to ensure you understand precisely what you are purchasing. Names or descriptions of funds can often be misleading. [...]
Jason Dunbar, J.D., LL.M., CFP®
As a financial advisor, Jason strongly believes in having a commitment to his clients. Prior to joining Empirical, he worked in roles specializing in investments, trusts and estate planning for [...]
Joyce Bloomquist, CFP®, CDFA®
Joyce is a seasoned financial advisor with over 20 years of experience in personal finance and wealth management. She holds the CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial [...]
Jacob Montemayor, CFP®, MBA
As an advisor, I strive to maximize my client’s wealth and minimize their worry. With 13 years of industry experience and over 17 years studying finance, I serve as the first resource my clients [...]