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Investment Strategies

First Quarter 2022: Market Commentary

First Quarter 2022: Market Commentary

Over the past four decades, U.S. investors have experienced declining interest rates, benign inflation, globalization of trade, and relative stability among the world’s superpowers. During the first quarter of 2022 those trends were upended as markets were faced with rising interest rates, spiking inflation, ongoing supply-chain snarls, and a land-war in Europe. Stocks and bonds alike slumped.

Third Quarter Market Commentary

Third Quarter Market Commentary

We are three quarters into 2020, and the experience thus far has been akin to riding a pendulum, swinging from insurmountable obstacles on the road to imminent disaster to a world full of positive change, hope, and possibility.

Behavioral Finance: Are We Ruled by Emotion?

Behavioral Finance: Are We Ruled by Emotion?

If asked, most people would probably say they are rational individuals who make wise decisions. Indeed, logical thinking and prudent behavior are the norm for the majority of people in most instances. Unfortunately, when it comes to money management, people who are otherwise rational often tend to act irrationally

The Effects of COVID-19 On the Economy - Zooming In and Out

The Effects of COVID-19 On the Economy - Zooming In and Out

Markets - Ignorance Is Bliss

The economy is not providing sensational data to say the least, but the market is boasting a helpful rebound from its' recent lows. As we wade through the plethora of information related to the impact of COVID-19 on the economy, one thing is clear: the market is ignoring the current reality in hopes of a better, not so distant, future.