Stocks
Incredible Performance Divergences in First Quarter 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.
2021 Investment Returns Review
How did different types of investments perform in 2021, and what’s ahead of 2022? In this month’s newsletter we review the investment returns for 2022 and provide some thoughts on what may or may not work in 2022.
Alternatives Are Not Just
Miscellaneous Investments
MICHELLE SMALENBERGER, CFP® With this week’s events we are reminded again that it is important to pay attention to every investment in our portfolio, not just the current winners that are outperforming. The market just absorbed the 4th Fed rate hike announced on Wednesday. We got another quarter point increase in interest rates by the…
Friday’s Financial Update 5-26-2017
MICHELLE SMALENBERGER, CFP® As we near the end of May the old theory of “Sell in May and Go Away” has been on everyone’s mind. Some may have decided to stick it out and sell at month-end and some may have sold earlier in the month. However, this year may not prove the best to…
What’s In Your Toolbox? (Part 2)
The last post in this series entitled “What’s In Your Toolbox,” we looked at the various types of accounts and grouped them into three general categories: Today, let’s focus on the taxable accounts in order to better understand their characteristics and how they can be a great “tool” to have available. In the future, we…
Friday’s Financial Update 3-10-2017
Written By: Michelle Smalenberger, CFP® As we round out another week, we are reminded of the ups and downs that can come with investing. There were some interesting stories this week that brought about daily changes to how stocks performed. This highlighted the importance of having a diversified portfolio that is not based on luck…
