Portfolio Strategy Review Q1 2024

Overview In the first quarter, market growth continued to broaden across all sectors except real estate. However, since early April inflation concerns, and geopolitical uncertainty have moved to the forefront. Markets are on alert. As Jamie Dimon, CEO of JP Morgan...

Portfolio Strategy Review 2023

Overview Risk on. Risk off. 2023 was a risk on year. 2022 not so. Short-term risk of volatility is common in financial markets and what we guard against as we get closer to retirement. In early 2023, consensus views were that inflation, high interest rates, and...

Portfolio Strategy Review Q3 2023

Overview As we try to remain calm through the recent turbulence, it’s worth remembering that markets have seen it all before, though every economic cycle presents unique challenges and opportunities. Capitalism, we the buyers and sellers and makers of goods and...

Portfolio Strategy Review Q2 2023

Overview Investment markets are always looking forward, trying to discount the economic future into today’s prices. In other words, will today’s price provide a good future return? Hard or Soft Landing? As we entered 2023, the consensus view was for a pending...

Portfolio Strategy Review Q1 2023

Overview Bank-run fever drove the headlines as the Clickbait culture helped fuel SVB’s stunning and rapid descent. Signature and Silverlight banks followed suit. Out came the shameless charlatans of all stripes vying for political points, likes, or trading gains. The...