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Friday,  November 6, 2020
 
MANAGING DIRECTOR:
Scott Carrithers
 
PORTFOLIO SALES AND SERVICE:
Steve Panknin • George Morris • Jeff Goble • Chris Thompson • Sean Doherty
Kevin Doyle • Lonnie Harris •  Mark Tranckino 
• Robert Schuyler • Tom Toburen
Josh Kiefer • 
Nicole Burczyk • Natalie Regan • Aaron Stoffer • David Farris
 
US Treasury Market
Date 1 mo 3 mo 6 mo 1 yr 2 yr 3 yr 5 yr 7 yr 10 yr 20 yr 30 yr
10/30/20 0.08 0.09 0.11 0.13 0.14 0.19 0.38 0.64 0.88 1.43 1.65
11/02/20 0.09 0.09 0.11 0.13 0.16 0.20 0.38 0.63 0.87 1.41 1.63
11/03/20 0.09 0.10 0.12 0.14 0.17 0.21 0.39 0.65 0.90 1.44 1.66
11/04/20 0.08 0.10 0.10 0.12 0.14 0.18 0.33 0.55 0.78 1.33 1.55
11/05/20 0.09 0.10 0.10 0.12 0.14 0.18 0.33 0.56 0.79 1.32 1.54
                                                                                                                                                  Source: U.S. Department of Treasury as of 11/05/2020

                                                   





                                                      
“Measure What Matters”

Hello Everyone,

Can you Believe it is November and for many a time for reflection and strategic planning.  A friend and banker shared with me the book, “Measure What Matters” by John Doer.  I am passing it along to you, in hopes it offers new perspective and inspiration for a record breaking 2021!

This is an excerpt from the book summary:

Measure What Matters is about using Objectives and Key Results (OKRs), a revolutionary approach to goal-setting, to make tough choices in business. Through OKRs, companies can align their teams towards common goals, propelling the company to success. Let’s see how this can be achieved!

Here are a few key lessons about OKRs:
  • Less is more. A limit of three to five OKRs per cycle leads companies, teams, and individuals to choose what matters most.
  • Set goals from the bottom up. To promote engagement, teams and individuals should be encouraged to create half of their own OKRs, in consultation with managers.
  • Stay flexible. If an Objective no longer seems practical or relevant as written, Key Results can be modified or even discarded mid-cycle.
  • Dare to fail. While certain operational Objectives must be met in full, aspirational OKRs should be uncomfortable and possibly unattainable to push organizations to new heights.
  • Be patient; be resolute. Every process requires trial and error. An organization may need up to four or five quarterly cycles to fully embrace the system, and even more than that to build mature goal muscle.




This information is intended for institutional investors only. The material provided in this document/presentation is for informational purposes only and is intended solely for private use. Past performance is not indicative of future results. This material is not intended as an offer or solicitation for the purchase or sale of any financial instruments.

•Not FDIC Insured •No Bank Guarantee •May Lose Value