Silver Linings for Battered Bonds

Silver Linings for Battered Bonds

Last time investors saw back-to-back losses was late 1950s DOWNLOAD FULL NEWSLETTER Some may view fixed income as a safe haven for investors, expecting bonds to rise in value when stocks fall. However, this was not the case in 2022. The tandem decline for equities and...
Market Review 2022

Market Review 2022

Looking to the Past as a Guide DOWNLOAD FULL NEWSLETTER It was an up-and-down year for markets—in the end, one with more down than up. The world gave financial markets a lot to process. The coronavirus pandemic eased but remained a global concern, as did the...
A Balanced View of the 60/40 Portfolio

A Balanced View of the 60/40 Portfolio

The 60/40 portfolio had a hard time offering much support. DOWNLOAD FULL NEWSLETTER With both fixed income and equities declining on the year, the traditional 60% stock/40% bond portfolio had a hard time offering much support in either asset category, leading some to...
A Reset for Crypto and FAANG Stocks

A Reset for Crypto and FAANG Stocks

Cryptocurrencies and FAANG stocks were all hit hard. DOWNLOAD FULL NEWSLETTER If the market decline of 2022 taught investors anything, it’s that what goes up might also come down. Some of the most hyped investments of the past two years did just that....