Weekly Update August 1: Click here to read A Slower Pace Going Forward?
Dear Friends, The Federal Reserve ended its two-day Federal Open Market Committee meeting last Wednesday, and the outcome was broadly in line with market expectations. As expected, the Committee raised short-term interest rates by 75 basis points (0.75%) to take the fed funds rate to 2.5%. …
3 Key Reminders for Navigating a Bear Market
Dear Friends, The S&P fell 21% since January 2022, resulting in the worst first-half performance since 1970. With US equity markets hovering in bear market territory, it is more crucial than ever that investors keep a steady hand.
5 Things To Know Now That The Bear Is Here
Dear Friends, It finally happened. On Monday, June 13th, the S&P 500 Index moved into a bear market, finally closing 20% beneath the January 3 high. And then last week, the S&P 500 Index rebounded 6.46%, to bring the year-to-date return to -17.3%. Here are 5 things to know ab …
Will There Be A June Swoon? Maybe, But Maybe Not
Dear Friends, After a late-month rally, we can say goodbye to the month of May, which now opens the door to June. Here’s the bad news, June is historically a weak month and it is actually the worst month of the year during a midterm year, down 1.8% on average. The good news though is …
The 9 Key Opportunities During a Market Downturn
Dear Friends, When the markets correct, it can be confusing and even frustrating. There are, however, opportunities in every market, if you move boldly and with thought. With that being said, below we review the Nine Key Opportunities that could be (or are) available for you. 1. Make your I …
Focused on the Long Term
Dear Friends, With the S&P 500 Index in correction territory (down more than 10% from the previous peak) investor anxiety levels are understandably elevated. The market faces a number of threats, including inflation, a hawkish Federal Reserve, soaring yields, and war in Eastern Europe. …
Twelve Questions to Ask When Interviewing A Financial Advisor
Dear Friends, We have hit “Sell in May” season, which has not been made any better by recent declines. That’s the time each year when Wall Street Strategists and financial media ponder what exactly investors should do during the next six months, which, for stock market per …
Twelve Questions to Ask When Interviewing A Financial Advisor
Twelve Questions to Ask When Interviewing A Financial Advisor Are you a fiduciary and can I get that in writing? Who is your custodian? What are your qualifications? What is your investment philosophy? Are there any limitations on the investments you will recommend? Can you stress test my p …
J.P Morgan’s Global Strategists are predicting how the Russia-Ukraine war could affect the economy and when the next recession could arrive.
Dear Friends, J.P Morgan’s Global Strategists are predicting how the Russia-Ukraine war could affect the economy and when the next recession could arrive. Here are their top 10 predictions: 1. U.S. unemployment may go even lower than 3.5%. While the Fed projected that the U.S. unemploym …
Bob Doll (Chief Investment Officer of Crossmark Global Investments) published his annual list of “Ten Predictions for 2022”
Dear Friends, When Bob Doll (Chief Investment Officer of Crossmark Global Investments) published his annual list of “Ten Predictions for 2022” in early January, he had little way of knowing that the markets and global economy would soon be facing a “black swan” event in the form …
Due to the Federal Reserve raising interest rates, the US Treasury yield curve has made headlines recently by inverting.
Dear Friends, Due to the Federal Reserve raising interest rates, the US Treasury yield curve has made headlines recently by inverting. An inverted yield curve is an unusual state in which longer-term bonds have a lower yield than shorter-term debt instruments. It is unusual as bonds with sh …
