INSIGHTS
Market Commentary 2/28/2022
By: Matt Garrott A recent Goldman Sachs commentary wondered if the Chinese year of the Tiger would really be the year of the Hawk as the Federal Reserve was expected to raise rates aggressively. There is another hawk issue now – war in Ukraine. Social media [...]
Groundhog Day
By: Matt Garrott “Well it’s Groundhog Day…again…” says Bill Murray’s character who is forced to relive the same day over and over again. Investors may feel the same way about the markets. Stocks are volatile once more and investors have been reminded that values can actually [...]
5 Common Estate Planning Mistakes
By: Brian Tullio A great deal of time and consideration is often spent creating an estate plan to protect and provide for your family and loved ones. All too often a single, costly mistake can derail that plan. Below are five such pitfalls and ways to [...]
Financial Resolutions
For many people, January is a time for resolutions. Start with the end in mind. Yogi Berra said, “If you don’t know where you’re going, you’ll end up someplace else.” If you made a resolution to improve your financial health for the new year, quantify your goal. Here [...]
Market Commentary 12/31/2021
By: Matt Garrott What Happened in 2021 US stocks did very well while International stocks climbed but lagged the US. The Barclays Aggregate Bond Index was down slightly, but Municipal Bonds and TIPS were up. Even though a moderate portfolio likely had a higher return than [...]
Market Commentary 11/30/2021
By: Matt Garrott The S&P 500 was down 0.7% in November as a new COVID variant was discovered. Equity markets fell 2% on the Friday after Thanksgiving or “Bleak Friday” as Schwab’s Liz Ann Sonders is calling it. Once again we saw that when risk assets [...]