by Holly Cloutier | Jun 17, 2022 | Financial Planning, Investment
The S&P 500 entered into a bear market on Monday, June 13th, which means that the index is down at least 20% from the most recent peak on January 3rd. There is nothing special about the 20% level except that it’s a nice round number for investors to contemplate....
by Holly Cloutier | May 17, 2022 | Financial Planning, Investment
There has been a lot of news and economic data driving financial markets in recent weeks: first quarter economic growth and corporate earnings, unemployment and inflation reports, another Federal Reserve meeting, and of course, continued geopolitical events such as...
by Holly Cloutier | Apr 14, 2022 | Financial Planning, Investment
Old School Cocktail: Inflation Mixed with Russia Conflict For those of us who remember the 1970s and 1980s, the last few months may have seemed like a throwback to that era. Inflation was raging and the Cold War was in full effect. But, 30 years after the end of the...
by Holly Cloutier | Mar 18, 2022 | Financial Planning, Investment
As you may have seen, the Global Asset Allocation Strategy purchased stocks on Tuesday 3/15. This brings the portfolios in-line with target risk allocations after the NASDAQ stock exchange, Russell 2000 Small Cap Index and many global stock exchanges fell by 20% or...
by Holly Cloutier | Jan 21, 2022 | All, Financial Planning, Investment
Quarterly Update for the Quarter EndingDecember 31, 2021 Running into the Wind Marathon runners much prefer to run with a tailwind rather than a headwind. A tailwind, or wind at your back, allows for less effort and stress on the body, and better results. Conversely,...
by Holly Cloutier | May 25, 2021 | All, Financial Planning, Investment
The purpose of this article is to inform you of recent transactions within the Global Asset Allocation Strategy. As discussed during the First Quarter Market Update, the strategy has been considerably overweight equities in recent months. We have been believers in the...
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