by Holly Cloutier | Jul 19, 2022 | Financial Planning, Investment
Recessions and significant market drops are usually unexpected. And that is what makes the current environment so distinctive and unusual – suddenly everyone sees a recession on the horizon. A Deutsche Bank survey of over 400 global investors showed that 71% expect an...
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,...
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