Credit Markets: A Historically Bad Year So Far

During the first half of 2022, U.S. Bonds performed worse than any full year since 1842. According to a May 6, 2022 article* in The Wall Street Journal, the performance […]

July 17, 2022 | Fixed Income |

Smart Things for Investors to Do During Periods of Volatility  

You can’t control a volatile market, yet you can control your strategies and rein in emotions to lower the probability of making a costly mistake.  You can’t control a volatile […]

July 17, 2022 | Financial Planning |

Is the Federal Reserve to Blame for the Recent Market Volatility?

Why are markets so volatile even though the Federal Reserve telegraphed their interest rate stance? Under the leadership of Chairman Jerome Powell, today’s Federal Reserve Board was supposed to be […]

April 18, 2022 | Global Equities |

Friend or Foe?

Changing the way investors look at volatility from “risk” to “opportunity” can be the most powerful tool investors can utilize to combat turbulent times. 2021 was one of the better […]

April 17, 2022 | Economics |

Values and Legacy: Beyond the Numbers

How to ensure your financial life reflects your values and leaves the legacy you intend. We’ve had a special visitor come to our house recently. Every few months (twice this […]

April 17, 2022 | Financial Planning |

Credit Markets: Is A Recession Coming?

The first quarter of 2022 was one of the worst on record for the bond market. Bond markets came under intense pressure during the first quarter, with all issues posting […]

April 17, 2022 | Fixed Income |

The Great Fall of China

The consensus seems to feel Chinese equities are uninvestable. Read why the herd could be wrong. The year was 2019. Chinese equities were in the middle of a strong year. […]

January 16, 2022 | Global Equities |

Mid-Cycle: Keep Calm and Carry On

What might monetary tightening bring for markets? Markets have navigated the recovery phase of the economic cycle supported by monetary and fiscal authorities who have injected record levels of liquidity […]

January 16, 2022 | Economics |

My New Year’s Resolution: Protection from Fraud

An ounce of prevention is preferable to the hours a cure could take. Welcome to 2022! I have always been keen to set New Year’s resolutions, but this year I […]

January 16, 2022 | Financial Planning |

Credit Markets: Slower Growth Ahead?

The average U.S. bond had a negative total return in 2021 for the first time since 2013. The fourth quarter was another volatile one for interest rates as credit markets […]

January 16, 2022 | Fixed Income |

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