|
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...
|
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...
|
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...
|
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...
|
January 4, 2022
2021 ended with the Federal Reserve caught between countervailing forces of the Omicron COVID-19 variant which threatens another economic slowdown, and inflation, now running at the highest levels in four decades. The Fed maintained its ultra-accommodative policies for so long that inflation...
|
December 7, 2021
The Federal Reserve has employed a pedal to the metal monetary strategy in response to the COVID pandemic consistent with its unprecedented statement in March 2020 that it would do “whatever is necessary” to keep credit flowing through the U.S. and global financial systems. Whatever is necessary...