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2024 Q1 Market Commentary  Thumbnail

2024 Q1 Market Commentary

Those familiar with financial modeling have likely encountered the personal financial statement. Unlike mere snapshots of a portfolio of securities, it captures a broader spectrum of assets, including real estate and other valuables. This comprehensive approach ensures a thorough understanding of one's financial standing and facilitates informed decision-making.

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2023 Q4 Market Commentary  Thumbnail

2023 Q4 Market Commentary

The fourth quarter posted strong performance results across the securities markets with stocks and bonds rising together on news that the Fed was done raising rates.

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It Doesn't Look or Feel Like a Recession Thumbnail

It Doesn't Look or Feel Like a Recession

One unique aspect of the current economic cycle is the post-pandemic mindset toward spending. A behavioral observation, and one that gets far less press than the headlines of political upheaval, bank runs or the price of gasoline is the phenomenon called “retail therapy.” After experiencing loss of loved ones or feeling isolated and alone or having a near-death experience, there is a propensity to spend or enjoy or splurge a bit. You may have also heard it called “revenge vacationing” or “grief shopping.” In the time since Covid-19pandemic, spending on trips and luxury items and other goods has been a coping mechanism, a way to make up for lost time (in lock downs) and a way to take back some control.

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Market Overview | April 2023 Thumbnail

Market Overview | April 2023

It has been 16 months since the stock market peaked and 13 months since the first rate hike by the Federal Reserve. The S&P 500's most recent low came in October 2022, down approximately 27% from the peak. The Fed continues to raise rates in their fight against inflation, and stocks have shrugged off several events, including a bank run, and have staged a partial rally over the last six months. While no one can know with certainty whether the October low will prove to be the bottom of this market cycle, there are a few things that we can know with a high level of conviction.

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How to Ride the Bear Thumbnail

How to Ride the Bear

The US stock market index, also known as the S&P 500, has dropped by 25% since its highs in November 2021. US bonds have also posted large losses this year, marking the worst year on record for some bond indexes. As investors well know, these declines have resulted in some rather large reductions in portfolio values. Price declines are hard on investor psychology. Even though we know that bear markets are a normal part of long term investing, they are not fun. It can be tempting to run away or sell. But if we use rational thinking and strategic planning, we can actually take advantage of them and improve returns in future years. To do this, we need both perspective and time-tested approaches.

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