October 2022 Newsletter

U.S. Deficit Lower for Now U.S. Deficit Lower for Now The federal budget deficit dropped significantly in 2022 but is expected to rise over the next decade. More Details Retirement Savings in a Volatile Market Market volatility often prompts retirement investors to...

Market Week: September 12, 2022

The Markets (as of market close September 9, 2022) Are investors accepting the Federal Reserve’s hawkish path to reduce inflation? Last week’s market performance may lend credence to that possibility, as each of the benchmark indexes listed here posted...

Global Portfolio Strategy | September 7, 2022

Key changes from August report: Downgrading emerging market (EM) equities view from neutral to negative Upgrading industrials view to neutral from negative. Downgrading consumer staples view to negative from neutral. Stocks were unable to add to July’s gains as the...

Client Letter | The Best and Worst of Times | September 7, 2022

Dear Valued Investor, When it comes to stock market performance, August was “the best of times, and the worst of times.” The strong market rally that peaked in mid-August was viewed by many analysts as a transition from a bear to bull market, based on the surge in...