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Market Perspectives- January 2023
A New Year and a Crystal Ball • The S&P closed 2022 with a loss of 18.1%, the worst year since 2008. Returns year-to-date , have however, provided some temporary investor relief. • Consumer inflation levels continue trending downward following December’s CPI 6.5%...
Is the IRS’s Inflation Adjustment a Real-Life Post-Holiday Miracle?
As we exit this holiday season, I bring good tidings of great joy: The IRS is giving, through a new inflation adjustment for taxpayers (Rev. Proc 2022-38), a gift that may make investors’ 2023 a bit more merry and bright. Many investors are aware that a limit exists...
Fixed Income Update
4th Quarter 2022 Fixed Income Review • Although most fixed income sectors had negative performance for the year, select sectors had positive performance in Q4 • The Fed raised rates seven times in 2022, pushing its benchmark from a range of 0% to 0.25% early in the...
Market Perspectives- December 2022
The Inflation Trail • Consumer inflation levels are trending downward, as evidenced by November’s CPI 7.1% annualized inflation report. • Job markets remain healthy, with unemployment levels of 3.7%. • Shoppers were out in force around Thanksgiving and Cyber Monday,...
How to Ensure Your GivingTuesday Generosity Has the Greatest Impact
As we enter the holiday season and reflect warmly on our memories of Thanksgiving, many of us are feeling lucky and grateful for the blessings in our lives. Soon we’ll get into the bustle of buying gifts, sending out cards and taking part in other cherished seasonal...
Market Perspectives 2022
Inflation Conundrum • Inflation remains persistent, although much can be attributed to the post-pandemic recovery and Ukraine war (energy, food and housing prices). • Today’s strong dollar has provided an advantage for consumers. Because of the dollar’s stronger...
A Healthy Work-Life Balance
Over the years, people have often asked me about the high-value Argent places on a healthy work-life balance. It’s no secret that we believe in working diligently for our clients. And yet, we also stress the idea that a meaningful life transcends what we do at the...
Fixed Income Update – Third Quarter 2022
3rd Quarter 2022 Fixed Income Review • Q3 fixed income markets experienced continued negative performance as inflation and labor market data proved stubbornly robust • During the quarter, the FOMC raised the Federal Funds rate by 75 basis points at each of their July...
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...