Fourth Quarter 2022 – Quarterly Market Review

OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: Time the Market at Your Peril CONTINUE READING

Investing Through Tough Times: Bonds Edition

In September, we reported on the returns of U.S. stocks during economic business cycles of the past 50 years. There’s reason to believe the U.S. is currently facing a slowdown induced by higher interest rates (i.e., a slowdown in consumer spending) despite positive gross domestic product (GDP) growth during the last quarter following two quarters …

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Q3 2022 Market Commentary

Third Quarter 2022 – Quarterly Market Review

OVERVIEW: Market Summary World Stock Market Performance World Asset Classes US Stocks International Developed Stocks Emerging Markets Stocks Select Market Performance Select Currency Performance vs. US Dollar Real Estate Investment Trusts (REITs) Commodities Fixed Income Global Fixed Income Impact of Diversification Quarterly Topic: What Drives Investment Returns? Start with Ingenuity.  CONTINUE READING

great real estate debate

The Great Real Estate Debate: Public vs. Private

 Stocks and bonds often get the spotlight among investors, but real estate can also play a valuable role in long-term asset allocations.  For example, real estate and rental income may help provide a long-term hedge to running inflation. Income derived from real estate investments may help investors fund spending needs over time or contribute to …

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