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...

Portfolio Strategy Review 2022

Overview The reset of 2022 was a painful reminder that investment fads and cycles can shift direction with little warning. Diversification helps mitigate risk, but it isn’t perfect. Bonds typically are a reliable and stable diversifier when stocks decline, but the...

Portfolio Strategy Review Q3 2022

Overview The primary financial headline is the same: Inflation is over 8.0%; Interest rates are still rising. With a lot of political and economic drama beneath the surface. In the time honored tradition, the party in power takes more credit or gets more blame for the...

Portfolio Strategy Review Q2 2022

Overview The second quarter continued the negative trends that we saw in the first quarter. Interest rates and inflation increased, though there has been recent price relief in the housing, energy, and other commodity markets. The labor market remains strong with...

The Energy Debate: Green vs Greener

My last conference summary to you was about rising prices. Energy costs contribute to the price of most everything. Whether its vacation travel, transportation of goods or raw materials, food, heating or cooling, or just staying plugged in! Therefore, the debate (or...