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Overlooked but Not Forgotten  

Less conventional asset classes including Real Estate, Natural Resources and Alternatives helped insulate our portfolios in an incredibly challenging market environment last year. By most measures, 2022 was a challenging year for financial markets. Scratch that… “challenging” doesn’t quite do it justice. Painstaking? Frustrating? Agonizing? We’ll let you choose your own adjective but suffice it … Continue reading Overlooked but Not Forgotten  

Credit Markets: 2022 Marks Worst Year for Bonds in History   

Aggressive interest rate hikes led to unprecedented losses in the bond market. Amidst continued aggressive monetary tightening by the Federal Reserve, the U.S. bondmarket notched its worst year on record in 2022. At the start of the year, the Federal Funds Target Rate Range stood at just 0-0.25%; by year-end, the range was 4.25-4.50%. Two … Continue reading Credit Markets: 2022 Marks Worst Year for Bonds in History   

Making Smart Stock Moves in a Down Market  

Spotting the silver lining; Utilizing financial planning to lock in lower stock valuations during a bear market. Arguably, 2022 will offer a future case-study that the old adage “buy low and sell high,” is the most appropriate long-term investment strategy. Sure, “buying low” in 2022 may have felt more like getting proverbially kicked in the … Continue reading Making Smart Stock Moves in a Down Market  

The Fog of War

Perspective amid a volatile year as the Fed battles inflation.    Fog often envelopes the Bay Area. At times, it is very dense, limiting visibility and raising uncertainty for travelers. Fog horns blare. Cars crawl. Flights get delayed. Financial markets have dealt with elevated uncertainty this year as the Federal Reserve declared war on inflation … Continue reading The Fog of War

Stagflation Redux?  

Are we poised to relive the economic malaise of the 1970s and early-1980s? Inflation emerged as the primary concern for the markets during the second quarter. The Consumer Price Index (CPI) reached 8.6% in May, putting to rest any remaining hope that the inflationary pressures of the past year were “transitory.” While there are parallels … Continue reading Stagflation Redux?