Market Outlook – December

Market Outlook – December

For the better part of this year, you have likely heard from us that we believe the tide is turning, and the next decade will look a lot different than the past decade. For the past 40 years, interest rates steadily declined, marking an era in financial history. After...
Market Outlook – December

Market Outlook – November

Q3 Review September and October were categorized by a significant rise in the 10-year Treasury Bond yield, rising from 4.26 to a high of just under 5%. Rising yields are driven by the actions of the Federal Reserve Board, and they have been increasing interest...
Market Outlook – December

Market Outlook – July

Recap and Outlook After declining sharply for most of 2022, the S&P 500 ended the year at 3,840. As the year turned, it seemed as if the economy might well be in a no-win situation. Either the Federal Reserve would tighten credit conditions enough to stamp out...
Market Outlook – December

Market Outlook – May

April Recap Suitable asset allocation involves an understanding of the current market environment. April was characterized by some of the largest companies in the S&P 500 posting above consensus earnings. Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOG), Meta...
Market Outlook – December

Market Commentary

We are and you are long-term, goal-focused, plan-driven equity investors. We believe that lifetime investment success comes from acting continuously on our plan. Likewise, we believe substandard returns, and even lifetime investment failure, come...