Knowledge, Information and Actionable Advice
July 26, 2023
Summary: * Are we in a new bull market? * S&P 500 performance continues to be concentrated in only a few names. June 2023 Returns: Benchmark / Index Return Benchmark / Index Return Growth Benchmark 4.7% Balanced Benchmark 3.4% S&P 500...
May 22, 2023
Summary: * The performance ratio of the S&P 500 Information Technology Sector to the S&P 500 has hit an all-time high. * Market returns after hitting these levels have not been favorable in the past. Commentary: The performance ratio of the S&P 500 Information Technology Sector to the S&P 500 (the blue line on the above chart) has hit an all-time high of...
May 5, 2023
Summary: * Stocks rebounded from February’s losses. * S&P 500 performance has been concentrated in only a few names. * We are making gains while waiting for a broader set of opportunities. March 2023 Returns: Benchmark / Index Return Benchmark / Index Return Growth Benchmark...
March 24, 2023
February 2023 Returns: Benchmark / Index Return Benchmark / Index Return Growth Benchmark (2.6%) Balanced Benchmark (2.6%) S&P 500 (2.4%) Bloomberg US Agg Bond (2.6%) MSCI...
January 10, 2023
2022 Returns: Benchmark / Index Return Benchmark / Index Return Growth Benchmark (16.9%) Balanced Benchmark (15.8%) S&P 500 (18.3%) Bloomberg US Agg Bond (13.0%) MSCI EAFE (14.0%) MSCI Emerging Markets...
December 14, 2022
Summary: * Stocks added to October’s gains. * Are markets fighting the Fed? * What happens when short-term interest rates are higher than long-term rates? November 2022 Returns: Benchmark / Index Return Benchmark / Index Return Growth Benchmark 5.8% Balanced Benchmark...
November 30, 2022
This year — clearly a highly unusual one in so many ways — there is even more need to carefully review philanthropic options that also have tax advantages. As we enter the holiday season, many naturally turn their thoughts to charitable giving and yet, for the first time in nearly two decades, only half of U.S. households donated to a charity, according to a study...
November 14, 2022
Summary: * Equities bounced in October following September’s drawdown. * Zooming out: The journey from where we were to where we are versus where we hope to be * Defining Bear Market rallies October 2022 Returns: Benchmark / Index Return Benchmark / Index Return Growth Benchmark...
October 18, 2022
The FOMC raised short-term interest rates, known as the federal funds rate, by 0.75% to 3.25% on September 13 and signaled that they expect the rate to reach 4.6% in 2023. This suggests that investors likely won’t see a rate cut next year. Stocks suffered their first three-quarter losing streak for the S&P 500 and NASDAQ since the Great Financial Crisis in 2009. Many...
September 12, 2022
Summary: * Ready, Fire, Aim: Fed Chair Powell Jackson Hole speech sends stocks sharply lower. * Reading the Room: “Some pain to households and businesses” * Active Management: Possible strategies and implementations to relieve pain August 2022 Returns: Benchmark / Index Return Benchmark / Index...
August 16, 2022
Summary: * Best month for the S&P 500 since November 2020 * The Fed raises short-term interest rates +0.75% * Contrarian thinking and active investing July 2022 Returns: Benchmark / Index Return Benchmark / Index Return Growth Benchmark 6.8% Balanced...
July 29, 2022
Summary: * A challenging first half of 2022. * Will the Fed do what they say they would and reduce their balance sheet? June 2022 Returns: Benchmark / Index Return Benchmark / Index Return Growth Benchmark –6.70% Balanced Benchmark –5.33%...
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