Index funds, which try to match the performance of a particular market index, have drawn increasing interest from investors, but traditional actively managed funds still hold more assets [Read more…]
The Modern Market: July 2022
The Modern Market: July 2022
The Markets (as of market close July 29, 2022) [Read more…]
Investing As A Couple
Investing As A Couple
In a perfect world, both halves of a couple share the same investment goals and agree on the best way to try to reach them. It doesn’t always work that way, though; disagreements about money are often a source of friction between couples. [Read more…]
Blockchain Isn’t Basic
Blockchain Isn’t Basic
A blockchain is a digital ledger of transactions secured by cryptographic techniques and shared by a network of computer systems, so the records can be accessed simultaneously by multiple parties. This type of distributed ledger technology (DLT) was initially created for the peer-to-peer exchange of Bitcoin, but the opportunities for innovation extend far beyond cryptocurrency. [Read more…]
ESG Investing
ESG Investing
ESG is one of the fastest-growing segments of investing, across the spectrum of financial products from ETFs to specialized, custom strategies. [Read more…]
Retiring in a Volatile Market
Retiring in a Volatile Market
Retirement during a volatile market is unsettling. Whether you are on the cusp or have already made the leap, a market downturn’s impact on your savings will be felt now and potentially for years to come. [Read more…]
Staying Safe Around Bears
Staying Safe Around Bears
The S&P 500 recently breached bear territory, which is largely agreed to be a market that has dropped 20% from a recent peak. [Read more…]
July 2022 Market Commentary
July 2022 Market Commentary
After a barely positive May, June saw the bear market return across indices. We ended up with the worst first half performance since 1970. [Read more…]
June 2022 Market Commentary
June 2022 Market Commentary
The Fed lion has found the courage to increase interest rates drastically, the inflation tiger is still ambushing the economy, and now the stock market is flirting with bears. [Read more…]
May 2022 Market Commentary
May 2022 Market Commentary
COVID concerns took a definitive backseat as mask mandates on flights ended, and the concerns about the economy turned to how bad things will get. The concerns over the disruption of the ongoing war in Ukraine, 40+ year record inflation, and the resulting amping up of the Fed’s intentions on rate increases moved distinctly into the foreground. [Read more…]
March 2022 Market Commentary
March 2022 Market Commentary
Ukraine’s fierce response to and subsequent repulsion of Russian troops surprised everyone, not least Vladimir Putin. As March came to a close, negotiations were beginning to be more realistic, and the evidence on the ground was that Russia was retreating and reassessing. [Read more…]
The Federal Reserve vs. Inflation: Round One
The Federal Reserve vs. Inflation: Round One
Wednesday’s long-anticipated announcement by the Federal Reserve that the key Fed funds rate would increase by 25 basis points and the accompanying statement by Chairman Powell had the immediate impact of reassuring the markets. [Read more…]
