2024 Market and Investment Outlook

As we entered 2023, we asked ourselves; “What could go right?” After a tough year for stocks, bonds, and growth assets in 2022, it was important to start looking for opportunities. The S&P 500 ended 2023 up 26.3%, while the Bloomberg US Aggregate Bond Index ended the year up 5.5%. This was a dramatic positive [...]

By |2024-05-10T15:45:28-05:00January 19th, 2024|Financial Planning, Investment|

2023 Market and Investment Outlook

The S&P 500 closed 2022 down 18%, in sharp contrast to some very favorable market returns in prior years. At the close of 2021, the S&P 500 was up an astounding 26% annually, or 100% cumulatively, over the last three calendar years (2019, 2020, and 2021). While these returns were celebrated, they were then followed [...]

By |2024-05-10T15:46:26-05:00January 13th, 2023|Investment, Markets, Retirement|

2022 Market and Investment Outlook

We begin this year's market outlook by providing an introduction to a newer topic: the crypto economy. As we discuss, this advancement begins to open the door to financial transactions that occur directly between individuals or corporations - without the need for a financial intermediary. The past year produced another year of broad equity market [...]

By |2024-05-10T15:49:05-05:00January 13th, 2022|Investment, Markets|

Tipping the Balance of Power in Asia

In the early 1970’s, China and the United States seemed like an unlikely match. No formal communication or diplomatic ties had existed for 25 years. Henry Kissinger laid the groundwork for formal ties with a series of secret meetings in 1971. Richard Nixon then formally ended the public silence with a historic visit to China [...]

By |2024-05-10T15:50:50-05:00January 19th, 2021|Markets|

2021 Market and Investment Outlook

In our annual investment outlook, we reflect on the year that was. This includes a stock market that soared more than 60% off March lows and a 10-year government note with a yield that remained below 1% most of the year. Certain segments of the market embraced three to five years of technology advancements in [...]

By |2024-05-10T15:51:20-05:00January 13th, 2021|Investment, Markets|

Can a Greek Paradox Inform Thinking on Financial Planning?

The Ship of Theseus There is an ancient thought experiment centered on The Ship of Theseus. Greek Historian and writer Plutarch paints the scene based on Theseus, the King and founder of Athens. After many famous conquests on a ship, Theseus returns to Athens, where his ship becomes a museum piece. In the coming years, [...]

By |2024-05-10T15:53:49-05:00September 14th, 2020|Financial Planning, Investment|

Money Market Funds in the News

March 24, 2020 Earlier this month, the Federal Reserve announced some measures to support certain segments of the money market fund sector. This raised investor concerns about the safety of money market funds. As a result, we wanted to provide some clarity on the money market funds we use for our clients. For a little [...]

By |2024-05-10T15:54:30-05:00March 24th, 2020|Investment|

2020 Market and Investment Outlook

In our annual investment outlook, we reflect on the performance and market drivers of 2019. The equity market of 2019 produced its third strongest performance of the past 25 years as the S&P 500 was up 31.5%. This was within 2% of the highest annual return during this period (see table on page 2). Fixed [...]

By |2020-11-24T15:11:53-05:00January 21st, 2020|Investment, Markets|