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...
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...
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...
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...
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...
