Weekly Newsletter

What a Difference a Day Makes?

When the calendar turned from 2022 to 2023, optimists hoped that the new year would be a far better one for investors. For a quick (and ugly) recap:

• The annual […]
  

What’s Up (or Down) With Bonds?

We compare financial portfolios to three-legged stools composed of stocks, bonds and real estate (excluding a personal residence). Of course, the allocations within each leg of the stool and among […]

What is a recession? That depends on whom you ask!

According to the National Bureau of Economic Research (NBER), a recession is “a significant decline in economic activity that is spread across the economy and […]

The SECURE Act 2.0 and Your Retirement Plan

On December 29, 2022, President Biden signed the SECURE 2.0 Act (Setting Every Community Up for Retirement Enhancement) which made dozens of changes to rules related to […]

In the ’prior of this newsletter, we provided a snapshot of the performance of the S&P 500 during 2022. This week we focus on the valuable lessons we take into 2023.

1. Portfolio […]