11 March, 2024
4th 2023 Quarter Market Commentary
Strong Close to 2023, But Gets Tougher From Here Stocks ended 2023 on a high note, with the S&P 500 Index advancing by 11.7% in the fourth quarter, closing the year with a 26.3% return and within striking distance of all-time highs. The powerful rally could be attributed to continued disinflation traction, increased credibility of the soft economic landing[...] Continue reading12 January, 2024
Market Update May 11, 2022
As we outlined in our early-year outlook commentary and presentations, we thought 2022 would be a “reset” year for equity markets. The extraordinary returns investors enjoyed over the previous three years left equity valuations high and markets susceptible to unforeseen outcomes – such as – more persistent inflationary pressures, surging bond yields, and[...] Continue reading11 May, 2022
2020 Fixed Income Review & 2021 Outlook
Money Supply As we are all well aware, 2020 was consequential year for all of us. What begun as one of the strongest U.S. economies in history, quickly turned negative towards the end of the first quarter as the reality of the Covid-19 virus took hold. Unlike the previous economic collapse of 2008-2010, the Federal Reserve learned that massive, early[...] Continue reading31 March, 2021
National Debt And Stocks
National Debt And Stocks Question: Are you concerned that with the national debt that the value of our stocks could drop dramatically, and what can be done to safeguard such a drop? *Response was given in January of 2021. Response: The bill for the COVID 19 response is going to have to be paid for by someone. The US national debt per working individual at the[...] Continue reading25 February, 2021