The Ups and Downs of the S&P 500The Ups and Downs of the S&P 500
The widely followed S&P 500 has historically alternated between long-term bull and bear markets, each of which have lasted an average of 15+ years.
THE 60/40 PORTFOLIO IS NOT DEAD; IT’S JUST NOT WELL-BALANCEDTHE 60/40 PORTFOLIO IS NOT DEAD; IT’S JUST NOT WELL-BALANCED
The recent debate about 60/40 being outdated because it underperformed in 2022 misses the mark.
Historic Tightening In 2022: Bad News, Good NewsHistoric Tightening In 2022: Bad News, Good News
Rapidly rising rates resulted in asset class underperformance in 2022, but have increased forward-looking expected returns.
PROTECTING YOUR PORTFOLIO WHETHER RATES RISE OR FALLPROTECTING YOUR PORTFOLIO WHETHER RATES RISE OR FALL
Rates appear to be rising when observing the last year but have been generally falling over the past 40 years.
Stocks and InflationStocks and Inflation
Stocks are a poor inflation hedge.

Quarterly
Market
Outlook

Market Outlook Archive

1Q2024 Market Outlook

4Q2023 Market Outlook

3Q2023 Market Outlook

The Debt Ceiling and Risk of Default

2Q2023 Market Outlook

Silicon Valley Bank and its Implications

1Q2023 Market Outlook

4Q2022 Market Outlook

3Q2022 Market Outlook

2Q2022 Market Outlook

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