Knowledge, Information and Actionable Advice
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%...
June 29, 2022
Summary: * The economy may be heading toward a period of stagflation. * How to be prudent ahead of possible stagflation. May 2022 Returns: Benchmark / Index Return Benchmark / Index Return Growth Benchmark 0.19% Balanced Benchmark 0.30%...
June 28, 2022
Adoption of Certification Supports Client Experience at Growing Firm Contact: Kenneth Chaput Tel: (248) 827-1010 Email: firstname.lastname@example.org cigcapitaladvisors.com FOR IMMEDIATE RELEASE: June 28, 2022—Southfield, MI—CIG Capital Advisors (CIG), a leading independent wealth management and business advisory services firm, has obtained an independent performance...
May 17, 2022
Summary: * What happens if the market steps out of Plato’s Cave? * Equity valuations are still expensive and equity duration remains historically high. April 2022 Returns: Benchmark / Index Return Benchmark / Index Return Growth Benchmark -7.28% Balanced Benchmark...
May 5, 2022
If your practice has too few staff members, patient care may suffer and collections may slow down. If you have too many, you’ll face rising operational costs. Is there an optimal level that will allow you to operate your practice efficiently without letting your costs get out of control and creating dissatisfaction among patients? Start by using medical industry benchmarks...
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