Arbor Articles and Insights

Economic Insights written by Dr. Peter Jankovskis and other articles of interest provided by your Arbor Financial Team

March 29, 2024   US stocks rose steadily during the first quarter, with the S&P 500, NASDAQ, and Dow indices each setting, then repeatedly resetting record highs.  Growth stocks led the charge during January and February, before relinquishing the lead to Value stocks in March.  The stock market’s strength was impressive, given that multiple reports...

Arbor recently completed its quarterly review and rebalancing of client portfolios. Overall, the rebalancing trades sold stocks and purchased bonds to bring portfolios back to their targeted stock/bond allocations.  This is not surprising, given that stocks rallied strongly and outperformed bonds during the fourth quarter. What was surprising was that the type of stocks being...

Banking 201

Although the March failures of Silvergate Bank, Silicon Valley Bank and Signature Bank initially raised concerns about the health of the entire banking system, investors have come to realize that these failures were due to firm-specific causes.  The overall banking system was, and continues to be, healthy.  Equally important, your Arbor portfolios were, and continue...

In 2019 Congress took an important step in improving retirement opportunity for Americans by passing the Secure Act that incentivized saving for retirement and increasing access to workplace plans. The legislation proved to need further refining and direction to reach its true goals. In December 2022, Secure Act 2.0 was passed by Congress. Below are...