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June 14, 2024 During April, an unexpected increase in the rate of inflation pressured both stock and long-term bond valuations. The S&P 500 declined approximately 5% and the yield on the bell weather 10-year Treasury rose from 4.2% to 4.7%. (Higher yields mean lower prices for bonds.) These losses were short lived. Stocks began...
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...
ConsultingFinancial AdvisorInvestmentJanuary 15, 2024by Peter Jankovskis
Protected: Quarterly Rebalance Review
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December 14, 2023 Stronger than expected job growth and a sharp escalation in Mideast tensions pressured both stocks and long-term bonds in October. During November, smaller than expected increases in many price indexes raised expectations that the Fed might be ready to cut interest rates in 2024. This triggered rallies in both stocks and...
The US stock market rallied in July, helped along by better-than-expected economic data and inflation continuing to trend lower. Stocks declined at the start of August due to several factors including a downgrade of the credit rating for US bonds by rating agency Fitch, the US Treasury issuing more government debt than expected, and a conservative...
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...
Cash is what most of us look at as our most liquid of assets. We measure it every time we open our wallets or look at our checking and savings balances. It has become a very popular topic in the last year for many reasons, including that asset liquidity and near-cash investments have been growing...
Financial markets began 2023 with a strong January rally propelled by hope that central banks would soon declare victory over inflation. During February, stocks and bonds gave up most of these gains as larger than expected consumer price increases prompted Federal Reserve officials to declare that interest rates would need to move higher, and remain...
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...
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