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Investment Outlook-Fourth Quarter 2022

Recession? • Current inflation is at levels not seen in almost two generations. • The Fed will continue raising rates and tightening until it hurts … a recession will not deter their efforts. • The Fed is determined to prevent the onset of an inflationary mindset...


Market Perspectives – September 2022

Powell in Charge • Equity returns for August and September are typically negative. • This year these returns are further impacted by Fed monetary tightening. • So far, Fed policy decisions have led to five rate increases this year; the last three hikes have been 75...


Market Update – September 2022

The Month At A Glance After a summer rally, both stocks and bonds fell in August US equities dropped 4% in August after having rallied more than 17% from their summer low Interest rates rose higher last month—resulting in a 2.8% loss for US core bonds Stock and bond...


Market Perspectives – August 2022

The Fed, Inflation and Market Perspective • Inflation may have peaked last month. The latest CPI number posted a light decline in the inflation gauge to 8.5%, year over year. While inflation may have peaked, the Federal Open Market Committee (FOMC) will require more...


Market Update – August 2022

The Month At A Glance US stocks surged 9.2% in July—their best month since November 2020 US core bonds gained 2.4%, which was by far their best month in 2022 Inflation (CPI) in June registered a hotter-than-expected 9.1% US GDP was negative for the second straight...


Market Perspectives – July 2022

Engineering an Economic Slowdown   • Interest rate and FOMC headlines continue to rattle the markets, in turn driving investor returns towards Bear-Market territory • Today’s economic environment is the result of FOMC activities during the pandemic two years ago...


Market Update – July 2022

Second Quarter 2022 Investment Commentary • Market performance for a traditional “60/40” balanced portfolio had its worst first half year in modern history, down 16.1%. • The economic backdrop has worsened, with the Federal Reserve aggressively tightening monetary...


Fixed Income Update – Second Quarter 2022

2nd Quarter 2022 Fixed Income Review • Q2 fixed income markets experienced significant negative performance as fixed income assets fell in price and yields rose • The Federal Open Market Committee (FOMC) has now hiked its overnight funds target rate range 150bp over...


Investment Outlook-Third Quarter 2022

Two Bears in Two Years? On January 3rd of this year, the S&P 500 reached an all-time high and began a decline that on June 13th passed a critical threshold — down 20% from a recent high — and became the twenty-second bear market since 1929.  The previous bear...


How to Live a Generous Life

Over the past 24 years I’ve worked in the legal, financial services and nonprofit sectors. In that time, I’ve seen incredible examples of generosity, and often from very unexpected sources. But proof of the incredible generosity of Americans isn’t just limited to the...


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