Get Ready for the Election Did you hear there’s an election tomorrow? Yes, we are finally there. As we discussed in detail last week, while of course the election matters, historically who is in the White House hasn’t mattered as much to investors as you might think. If the economy remains …
Twelve Questions to Ask When Interviewing A Financial Advisor Are you a fiduciary and can I get that in writing? Who is your custodian? What are your qualifications? What is your investment philosophy? Are there any limitations on the investments you will recommend? Can you stress test my p …
Dear Friends, J.P Morgan’s Global Strategists are predicting how the Russia-Ukraine war could affect the economy and when the next recession could arrive. Here are their top 10 predictions: 1. U.S. unemployment may go even lower than 3.5%. While the Fed projected that the U.S. unemploym …
Dear Friends, When Bob Doll (Chief Investment Officer of Crossmark Global Investments) published his annual list of “Ten Predictions for 2022” in early January, he had little way of knowing that the markets and global economy would soon be facing a “black swan” event in the form …
Dear Friends, Due to the Federal Reserve raising interest rates, the US Treasury yield curve has made headlines recently by inverting. An inverted yield curve is an unusual state in which longer-term bonds have a lower yield than shorter-term debt instruments. It is unusual as bonds with sh …
By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …
Markets reflected the jittery disposition of investors. The rapid move in interest rates and persistent inflation have unnerved some investors and contributed to higher volatility. Volatility has risen in most asset classes, but bond investors have experienced the biggest swings. 2022 is ti …
