Arbor Articles and Insights

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

October 1, 2024 Stock market volatility picked up during the third quarter, with investors rotating out of technology shares and into value and small capitalization stocks that were left behind when technology shares surged higher during the first half of the year.  Conflicting reports on the state of the economy also contributed to the increase...

Arbor performed its quarterly rebalancing of client accounts on Thursday, July 11.   Five stocks were replaced during the rebalancing.     Within International 3, Global 2, and Global 3 accounts: Arbor sold the American Depository Receipt (ADR) for ABB Ltd, a leading provider of electrification and automation systems, and replaced it with the ADR...

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...