Weekly Financial Market Updates

Will we get relief from inflation

Will We Get Relief From Inflation

April 7, 2022

Inflation is on fire with prices going up everywhere. Is there any relief from inflation on the horizon? In this month’s newsletter we look ahead to the rest of 2022 and speculate that we may have a brief respite from inflation.

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performance divergences in first quarter 2022

Incredible Performance Divergences in First Quarter 2022

March 24, 2022

There have been incredible performance divergences in the first quarter of 2022. Commodities have done great, but stocks and bonds have performed poorly. We review how each asset class has done so far this year and provide our view on how the rest of 2022 may play out.

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Investment Impact of Ukraine Invasion

March 10, 2022

No doubt you’ve been watching the escalating situation with Russia and Ukraine.  Here’s two observations for investing in uncertain times.

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Is the 60/40 Portfolio Dead

Is the 60/40 Portfolio Dead?

February 17, 2022

Is the classic 60/40 portfolio for retirees dead? Many commentators believe so. We’re not convinced the 60/40 portfolio is dead, but discuss why people are saying this and what we recommend to current retirees.

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central bank higher interest rates

Central Banks Signal Higher Interest Rates are Coming

February 3, 2022

Global central banks are making it clear that higher interest are coming. This is a significant shift in the investment environment, one we haven’t seen in 15 years. What does this mean for stock and bond markets and what can you do in anticipation of more volatile markets?

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What’s the Impact of Higher Interest Rates?

What’s the Impact of Higher Interest Rates

January 20, 2022

The Federal Reserve is making clear that higher interest rates are coming. But what does that mean for investors and consumers? This week’s post looks at what impact higher interest rates may have on your finances.

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