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The Humility of Christmas

December 21, 2010
Rich Berg, Phil Nussbaum

As many of you know, every year Rich and I send out a Christmas letter that is from us individually. We use this special time of year to communicate with you in a very personal way, as we will give you our perspective of what Christmas means to us.

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When the Facts Change

December 15, 2010
Craig Johnson

There has been a significant move in rates since our last Level Playing Field® (11/05/10)—especially in the belly of the curve, so we wanted to touch base with some thoughts and analytics.

You will remember from the November Level Playing Field that we had some
meaningful additions and subtractions to the Strategic Portfolio.

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