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Discover the latest trends in the economic landscape and how they impact global markets with the Q1 2022 Market Dashboard. Learn about expected growth and
Inflation, geopolitical tensions, and monetary policy continue to dominate market discussions in Q2, 2022. With the Federal Reserve contemplating aggressive interest rate hikes to combat
The global economy was hit with not one, but two crises in Q1 2022 – first the pandemic and then Russia’s invasion of Ukraine. As
Want to know which asset classes performed the best in the first quarter of 2022? Look no further than our Asset Class Return Quilts. Get
Discover the latest trends in the Treasury market with our topical research. 2020 set off a series of unprecedented events, resulting in government debt levels
Is the current market drawdown the start of a new bear market or just a correction? What can we learn from past bear markets and
In February 2022, the world was shaken by the news that Russia had invaded Ukraine. The conflict had a ripple effect on global markets, with
Despite the year-to-year volatility, longer-term returns on gold have been consistent across multiple currencies. Real yields, which typically have an inverse correlation with the price
As inflation showed signs of slowing in the fourth quarter, both stocks and bonds recovered some of their losses from previous quarters, and most assets
Inflation is surprising forecasts on a global scale, a first since 2009.” This statement sets the tone for the Market Outlook report on Q1 of
Going through a divorce is an unquestionably stressful and emotional time in a person’s life. Regardless of the surrounding circumstances, protecting your personal finances should
Want to understand the economic landscape? Dive into the Market Dashboard- an in-depth look at market trends over the past year. Gain insight on the
Discover how different asset classes performed in 2021 and explore their trailing total returns with our Asset Class Return Quilts. Dive into the world of
Discover the top-performing sectors and assets of Q4 2021 in our latest market review. The quarter saw global stocks reaching all-time highs, with U.S. REITs
Is gold still a valuable investment? Amid the pandemic and vaccine announcements, gold has had a rocky ride with mixed returns. However, long-term trends show
As the world grapples with the Omicron variant and its potential impact, one thing is clear: the pandemic remains significant and unpredictable. From trends in
Even the best-run businesses aren’t fully immune to the impacts of market and economic conditions. These widespread downturns tend to stem from factors largely outside
The S&P 500 Index had its best month of the year in October, rising 7% and bouncing back from September’s 4.7% loss, its worst month
Following its best month of the year, the S&P 500 Index cooled off in November, falling 0.7%. Volatility increased across markets due to a new
View on Barrons.com By Cheryl Winokur MunkOct. 14, 2021 11:16 am ET With more people looking to switch jobs, financial advisors are increasingly being called
Despite a generally weak quarter for risk assets, commodities were the top performers with energy commodities up 21% for the quarter and 75% for the
As inflation showed signs of slowing in the fourth quarter, both stocks and bonds recovered some of their losses from previous quarters, and most assets
The global economy has undoubtedly been shaken by the COVID-19 pandemic. As we move into the final quarter of 2021, there are renewed concerns about
If you’re serious about investing, you need to keep a close eye on your returns. And what better way to do that than with a
Discover the latest insights on the global economy and markets with the Market Dashboard for September 2021. From the deceleration of growth and inflation to
From retailers to contractors, many businesses deal with seasonal sales cycles, and they can be challenging for any leader to manage. Due to the nature
The U.S. stock market rallied for the seventh consecutive month in August, adding to an unusually impressive – and relatively calm – year thus far
During July, fears of impending inflation declined, sparking a positive response in yield-sensitive assets and mixed results in other markets. Regulatory crackdown in China, combined
With all-time highs seen in the stock market, home prices, and incomes, it’s hard to ignore the current state of the economy. But with high
Most asset prices rose during the quarter amidst continued economic reopening and extraordinary levels of policy accommodation. Bonds rallied during the quarter, reversing a portion
Looking for a unique way to visualize asset class returns? Look no further than the Asset Class Return Quilts. These stunning graphics display calendar year
Get a comprehensive overview of the market with our Market Dashboard. Our dashboard features up-to-date economic calendars, asset class returns, and key insights on inflation,
Most of us have worked hard and saved carefully to accumulate the assets we have. Similarly, many of the wealthiest people in the world achieved
Even as we begin to emerge from the pandemic, the lessons learned — including financial lessons — shouldn’t be forgotten. Whether it’s widespread or personal,
Real assets were the top performers for the month of May due to the continued reopening of the U.S. economy and historic levels of stimulus
The majority of asset classes rose for the month, and most have generated year-to-date returns that would be considered attractive for an entire year. Policymakers
At the end of the quarter, investors enjoyed the robust returns of riskier asset classes and policymakers’ continued commitment to extraordinary accommodation. The celebratory mood
SUMMARY “…the nationwide rollout of Covid-19 vaccines, the persistence of ultralow interest rates, and expectations for torrid economic growth have convinced America’s money managers that
Get ahead in the fast-paced world of finance and investing with our comprehensive Market Dashboard. From economic calendars and global manufacturing updates to yield curve
Discover the fascinating world of asset class returns with our visually stunning Asset Class Return Quilts. Get a comprehensive view of trailing calendar year and
Are you curious about the current state of the US equity market? Look no further than this month’s market commentary, which examines the ongoing cycle
There’s been a lot of buzz on the internet about a potential stock market crash, with many new investors nervous about if and when it
A budding economic recovery and the hopes of additional stimulus drove strong returns for U.S. small cap stocks, emerging market stocks, commodity futures, and midstream
Anger rarely pays — unless you are painting it. In 2017, Sotheby’s auctioned an untitled Jean-Michel Basquiat painting described as a rage-filled, skull-like face that
Navigating a divorce is challenging not only emotionally, but also financially. Given the legal ramifications, emotional stress and psychological impact involved in the dissolution of
Make no mistake – for the majority of the investors today, this could very well be the most important event of your investing lives. Speaking
As we cross the one-year anniversary of the WHO’s formal declaration of the COVID-19 pandemic, the market’s attention has shifted from rampant excitement over stimulus
Clients often develop strong bonds with their financial advisors because of the personal nature of the information they share. However, there may come a time
Redefining Normal ■ While COVID-19 remains a critical health issue, positive vaccine developments and abundant liquidity provided in 2020 boosted the prices of risky assets.
Developments during the month of November, particularly election results and vaccine news, served to remove uncertainties, and as a result, asset prices increased substantially across
Record voter turnout resulted in a divided federal government, pending Georgia Senate runoff. Divided government tends to be viewed more favorably by equity markets and
This did not start as a financial crisis, but it is morphing into a major economic crisis, with very serious financial consequences…There’s a long road
COVID-19 remains a critical health issue that is creating an uneven recovery across the U.S. economy and capital markets. The Federal Reserve, Treasury, and federal
From S&P 500 sales and earnings growth by sector to treasury yields and global negative yielding debt, our market dashboard provides a comprehensive overview of
Investors beware: Treasury yields are converging with zero, and yields on risk-free short-term government bonds are back to zero after trailing inflation for the past
Location, location, location. Ask real estate professionals, and many of them will likely confirm that location is the most important factor when buying a luxury
The 2020 US presidential election is heating up with Joe Biden leading in polls and betting markets, although 14 states and 209 electoral votes remain
Markets continued their impressive run through August and into early September before pulling back modestly. At its “Jackson Hole” Economic Policy Symposium, the Federal Reserve
It was valued at $30 million per foot. That is a big price tag, considering it stood only 3 feet tall. The sale, however, created
A successful retirement isn’t limited to when you’ve reached a certain age—it can happen whenever you no longer need to work to meet your financial
Risky assets rallied through July and into August amid a gradual reopening of the economy and persistent market support by the Federal Reserve. Federal support
Should investors try to ‘time’ the market?” It’s a common question many people ask when considering investing, but the answer isn’t always clear. Volatility is
In the normal recession, unemployment goes up, delinquencies go up, charge-offs go up, home prices go down, none of that’s true here…Savings are up, incomes
The current environment represents a unique episode in investment history, combining aspects of the Great Depression, the tech bubble, and the great financial crisis of
Conventional wisdom says if something sounds too good to be true, it probably is. This is a good principle to live by and can keep
By the Magnus Advisory Team View on HA.com Nestled south of Sicily and covering just 122 square miles, Malta is among the smallest island nations
As the economic, political, and social costs of lockdowns increased, segments of the U.S. economy gradually reopened in May. By contrast, the rebound in markets
“The worst pandemic in modern history was the Spanish flu of 1918, which killed tens of millions of people. Today, with how interconnected the world
The coronavirus outbreak is a humanitarian crisis first and a financial crisis second. Our thoughts are with those directly affected by COVID-19 and those involved
The economic fallout from the coronavirus crisis ramped up in April. Since the start of the crisis, the U.S. has lost over 27 million jobs,
Given the fluidity of the problem and the daily changes in the population affected by the disease, the economic impact associated with coronavirus Covid-19 is
Not that the job of capital market forecasting and portfolio management is easy by any stretch, but 2020 sets up as an environment that is
In 1952, the Topps Company printed a few Mickey Mantle baseball trading cards in some of their bubble gum packages, worth about five cents at
Not that the job of capital market forecasting and portfolio management is easy by any stretch, but 2020 sets up as an environment that is
It has been noted by many (and some have even questioned the variance) that U.S. equity outperformance versus the rest of the world has been
Federal Reserve interest rate cuts have seemingly eased some concern over a full blown equity stall, and the U.S. and China appear to be haltingly
Post-financial crisis market conditions have made it easy for investors to get complacent about their fixed-income exposure.
Two heads are better than one. The more the merrier. Unity is power. These sayings demonstrate the strength in numbers—but each on one condition: For
Based on recent commentary from ECB President Mario Draghi and Fed Chair Jerome Powell, central bankers again appear ready to backstop this economy and market.
It may be a memorable scene from the make-believe world of Alice in Wonderland by Lewis Carroll, but it also resonates with financial planners. Financial
Here’s how professional golfer Doug Sanders once described his retirement plan: “I’m working as hard as I can to get my life and my cash
Unemployment Rate Low, Labor Force Participation Stabilizing
In 1964, Henry Littlefield published an article in the American Quarterly that called L. Frank Baum’s children’s book The Wonderful Wizard of Oz a political
Investing without taking at least some risks may seem fruitless. But investing without understanding those risks is just plain senseless. Before you try to make
Frank Sinatra probably wasn’t thinking about money and trust when he sang about “Love and Marriage,” but the same is true: You can’t have one
Going once, going twice, gone – literally. It’s not the way rare art auctions are intended to culminate,but then again, investments rarely end as anticipated.
Art and science are branches of the same tree. In the words of Albert Einstein, “Logic will get you from A to B. Imagination will
Investors call it fear. We call it an opportunity. Market cycles—the peaks and troughs of the economy—are nothing new. Since 1854, the markets have gone
In the eyes of pop artist Andy Warhol, “Making money is art and working is art and good business is the best art.” It is
For all professional athletes, eventual retirement from professional sports is an inescapable reality. It comes with the need to adjust to an environment that is
The last thing that The last thing that Matt Lauer and Annette Roque probably expected when they walked down the aisle was that their marriage
While professional athletes are often admired for their unique talents and followed by legions of adoring fans, fame carries an array of burdens, as well.
The proper management of one’s balance sheet can be challenging for even the most financially astute high net worth investors. A personal balance sheet is
Each week I meet with an array of prospective clients who disclose that they have more than one active financial advisor. They might have one
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