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June 16, 2022
In a span of less than six months, investors have seen the broad equity market (S&P 500) go from an all-time high to a decline of over 20%. For other indexes like the NASDAQ, which is heavily weighted in technology companies, declines have been even greater. More surprisingly to some...
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May 17, 2022
If there is one constant when it comes to equity investing, it is volatility. Experienced investors know all too well that over the course of their investing career, they will see numerous declines in the value of their holdings. Some of the declines will be modest, drawing scant notice, but others...
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May 4, 2022
Investors in fixed-income securities are experiencing disappointing returns lately as interest rates rise in response to 40-year high inflation. The Federal Reserve’s Open Market Committee (FOMC) has been behind the eight-ball throughout the pandemic with its overly accommodative monetary...
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April 7, 2022
The perennial tug-of-war between bulls and bears took a different turn during 1Q-22 when war broke out in eastern Europe in late February. Vladimir Putin decided Russia wasn’t large enough and invaded Ukraine, but instead of capitulating, brave Ukrainians dug in to resist Putin’s hostile...
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March 14, 2022
In a span of just twenty-four months, we have experienced two different shocks to our economy, pocketbooks, and portfolios. First came COVID-19 with its global economic shutdown, financial hardships, and loss of life. Then, just as things were beginning to normalize, Russia invaded Ukraine. As...
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January 25, 2022
After three consecutive years of above-average gains, equities are now in the midst of a pullback that has many investors wondering what their appropriate response should be. It is important to know that such declines are (1) temporary interruptions in the long-term wealth creation engine known as...