September 28, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The Fed: *Raises rates by three-quarters of a point to 3-3.25%*Projects 4.4% rates at the end of 2022, suggesting a 75 and a 50*Rates climb to... Read More →
September 21, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance CPI: Shelter came in hotter. As did food at home. The offset from a decline in gasoline by 10.6% wasn't enough. pic.twitter.com/kP3dzh2Dvs — Ayesha Tariq, CFA... Read More →
Market Commentary
Q2 2022
Market Performance Reflects Higher Likelihood of Recession It was hard to hide in Q2. Stocks and bonds both recorded historically bad quarters as inflation continued to march higher and the Fed began aggressively hiking rates. Higher interest rates and abrupt... Read More →
September 7, 2022
Market Performance (YTD) Source: YCharts Disclaimer: Past performance is no guarantee of future performance The 60/40 portfolio is running a 14% loss YTD. One of the main goals of adding bonds to a portfolio is to reduce the risk of... Read More →