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Making Cash Work for You
We would like to open this newsletter by acknowledging the tragic events that have occurred in Israel, starting with Hamas’s surprise incursion into southern Israel on October 7th, 2023, the 50th anniversary to the day of the...
Read MoreConcentration Risk in Today's Market
The broad-based rally of 2023 continued its march into the second quarter, with all major indices posting gains year-to-date. The tech heavy NASDAQ has led the way, with a 39.35% increase so far this year. While impressive, the NASDAQ...
Read MoreCutting Through the Clutter on the Debt Ceiling
The first quarter of 2023 saw continued inflation, Fed rate hikes, and turbulence in the banking sector. Despite these negative headlines, most markets performed respectably well, clawing back some of their losses from 2022. The...
Read More2022 Year in Review
2022 proved to be a difficult year for investors. The combination of sticky inflation, Fed rate hikes, andinternational turmoil drove both equities and fixed income into negative returns. The S&P 500, a broad gauge ofthe U.S. stock...
Read MoreOpportunity Amid Global Tumult
The third quarter of 2022 proved to be a disappointing sequel to the second, with markets continuing to respond harshly to persistent inflation, Fed rate hikes, and international turmoil. The S&P 500, a...
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Standing Firm in Trying Times
You do not necessarily need a table like the one above to know that markets have had a tough time this year. However, it can be useful to review the numbers to put this bear market into perspective. Equities, as measured by the S&P 500...
Read MoreUnderstanding Market Moves in a Volatile Quarter
2022 has proven to be an incredibly volatile year so far for the markets. Between the acceleration of inflation that started in late 2021, rising interest rates, declining stock and bond markets, and the tragic war in Ukraine,...
Read MoreNavigating the Markets During Uncertain Times
On February 24th, 2022, Russian forces invaded Ukraine. Dubbed a “special military operation” by Russian President Vladimir Putin, this incursion into Ukraine has devolved into a war between two sovereign nations, the first...
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