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The Christmas Light

December 21, 2016
Phil Nussbaum & Rich Berg

Phil and Rich present their annual Christmas message, sharing their personal perspective on what Christmas means to them.

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Don't Fall for Discount Callables

December 15, 2016
Chris Hiebert

A recent sell-off has revived interest in “deep discount” callables. While these may look like an intriguing option, it is important to look at them through the lens of Shape Management®. To illustrate the benefits of remaining disciplined in your investment decisions, Chris Hiebert walks through an analysis of a sample callable and bullet.

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