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U.S. markets faced a turbulent first quarter in 2025, with large-cap stocks down 4% and small-cap stocks declining nearly 10%. Amid aggressive trade policies and
Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q4, 2024. Discover how various asset classes, from U.S. equities
U.S. markets faced a turbulent first quarter in 2025, with large-cap stocks down 4% and small-cap stocks declining nearly 10%. Amid aggressive trade policies and
U.S. markets faced a turbulent first quarter in 2025, with large-cap stocks down 4% and small-cap stocks declining nearly 10%. Amid aggressive trade policies and
U.S. markets faced a turbulent first quarter in 2025, with large-cap stocks down 4% and small-cap stocks declining nearly 10%. Amid aggressive trade policies and
Discover the dynamic world of investment performance with our Asset Class Return Quilts for Q1, 2025! Dive into a comprehensive analysis of calendar year and
U.S. markets faced a turbulent first quarter in 2025, with large-cap stocks down 4% and small-cap stocks declining nearly 10%. Amid aggressive trade policies and
Discover the dynamic world of investment performance with our Asset Class Return Quilts for Q1, 2025! Dive into a comprehensive analysis of calendar year and
U.S. markets faced a turbulent first quarter in 2025, with large-cap stocks down 4% and small-cap stocks declining nearly 10%. Amid aggressive trade policies and
In February 2025, U.S. markets experienced mixed results as large-cap stocks fell 1.3% and small-cap stocks dropped 5.3%, while intermediate-term bonds gained 2.2%. Amid rising
In January 2025, U.S. large-cap stocks surged by 2.8%, while a new player in the AI arena, DeepSeek, launched a groundbreaking model that challenges established
In 2024, U.S. large-cap stocks soared, achieving over 50 new all-time highs and ending the year up 25%. Despite persistent inflation and rising interest rates,
Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q4, 2024. Discover how various asset classes, from U.S. equities
U.S. equities experienced a significant rally following the 2024 presidential election, with large-cap stocks rising 6% and small-cap stocks soaring by 11% in November. 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
Are you looking to diversify your investment portfolio beyond U.S. stocks and bonds? Experts suggest that emerging markets could be the key to unlocking significant
In the third quarter of 2024, U.S. large-cap stocks soared 5.9%, while small caps outperformed with a 9.3% gain. The Federal Reserve’s unexpected 50 basis
Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q3, 2024. Discover how various asset classes, from U.S. equities
As we bask in the “lazy, hazy, crazy days of summer,” August 2024 brought unexpected twists to the markets. U.S. large cap stocks rebounded to
U.S. small cap stocks delivered a remarkable 10% gain in July, outpacing large cap stocks by the widest margin since February 2000. This shift in
U.S. markets experienced a mixed bag in Q2 2024, with large cap stocks rising 4.3% while small caps fell 3.3%. Despite expectations for interest rate
May 2024 proved to be a remarkable month for U.S. equities, with both large cap and small cap stocks rising 5%. As inflation pressures eased,
In April 2024, the stock market faced significant pressure from rising bond yields and geopolitical tensions, leading to notable declines in both large and small
Equity markets wrapped up Q1 2024 on a high note, with the S&P 500 reaching new all-time highs and U.S. large cap stocks soaring 10.6%.
Equity markets experienced a remarkable rally in February, with U.S. small cap stocks leading the charge, up 5.7%. The S&P 500 reached new highs, marking
As we dive into 2024, the U.S. economy showcases surprising resilience, with a robust 3.3% growth in Q4 2023 and rising consumer confidence. However, the
As we close the chapter on 2023, the market has shown remarkable resilience amidst recession fears and geopolitical tensions. U.S. large cap stocks surged 26.3%,
Explore the dynamic landscape of investment performance with our Asset Class Return Quilts for Q4, 2023. Dive into detailed insights on U.S. equity sectors, fixed
In a landscape of higher nominal rates and an inverted yield curve, short-term bonds are emerging as a compelling investment option, offering attractive real yields
In November 2023, both stocks and bonds experienced a remarkable upswing, with U.S. large cap stocks soaring 9.1% and the Bloomberg U.S. Aggregate Bond Index
In the ever-evolving landscape of credit markets, recent trends reveal a complex interplay of risk and opportunity. Following the turbulence caused by the collapses of
In October 2023, financial markets faced significant challenges, with the Bloomberg Aggregate Bond Index marking its longest stretch of negative returns since the 18th century.
World is waking up to women’s decision-making role in household finances, says advisor. If you’re a woman advisor looking to support other women, Sharon Hayut
As the S&P 500 closed September down 3.3%, the market faces significant challenges ahead. With the Bloomberg U.S. Aggregate Bond Index experiencing its largest three-year
Explore the dynamic landscape of investment performance with our Asset Class Return Quilts for Q3, 2023. Dive into detailed insights on U.S. equity sectors, fixed
Private capital fundraising has faced significant challenges since Q4 2021, with 2023 showing a stark decline in activity. Despite this, private debt and secondaries have
In August 2023, the S&P 500 faced a 1.6% decline, yet it remains an impressive 18.7% higher year-to-date. As the Federal Reserve maintains its “higher
In the wake of recent banking turmoil, the credit markets are experiencing significant shifts. While perceived credit risk among large asset managers has surged, the
Markets continued their hot streak in July, with the S&P 500 posting its fifth consecutive month of positive returns, ending the month up 3.2%. However,
Explore the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q2, 2023. Discover how various asset classes, from U.S. equities
The first half of 2023 has been anything but ordinary, marked by a banking crisis, a near U.S. debt default, and a surge of excitement
Inflation is often described as a hidden tax, eroding purchasing power and consuming capital. As we navigate the current economic landscape, understanding long-term inflation trends
May 2023 was a month of significant economic shifts, marked by the Federal Reserve’s interest rate hike and the suspension of the debt ceiling until
Girl Power Talk is delighted to announce an exclusive interview with Sharon Hayut, CDFA®, Senior Managing Director of Magnus Financial Group. In the interview, Sharon
Diversification is often hailed as the only free lunch in investing, a principle that can significantly enhance your long-term financial journey. By spreading investments across
Discover the latest insights into liquid credit trends and the evolving landscape of credit markets. Following the recent turmoil with major banks, the perceived credit
In the world of investing, the temptation to “time the market” can be strong, but is it truly worth the risk? As we navigate the
U.S. equity markets have shown impressive gains this year, with year-to-date returns exceeding 9%. However, the backdrop is fraught with challenges, including a looming debt
Discover the dynamic world of investment strategies with our comprehensive Asset Class Return Quilts for Q1 2023. From U.S. Equity Sector insights to the intricacies
In a shifting financial landscape, the decline of Treasury yields since the 1980s faces a potential reversal amid rising inflation. With the 2-year Treasury now
As we navigate the complexities of Q1 2023, the financial landscape has been anything but stable. The dramatic collapse of Silicon Valley Bank and Signature
As inflation continues to outpace the Federal Reserve’s 2% target, the U.S. economy faces a perplexing challenge: the “money illusion.” While nominal earnings and retail
As inflation emerges, the U.S. Treasury market is witnessing a potential regime change, with yields on short-term government bonds finally offering attractive returns. The yield
As we kick off 2023, markets are showing remarkable resilience, with both stocks and bonds delivering positive returns. The NASDAQ Composite celebrated its best January
Discover the intriguing dynamics of the gold market as it navigates through long-term trends and short-term corrections. With gold outperforming bonds and showing resilience against
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
How have the various asset classes, sectors and fixed income investments performed over the past 10 years? Our “quilt charts” show the leaders, the losers
Two of the most powerful economies in the world, the U.S. and China, are both facing critical decisions, and their choices will create ripple effects
Both the equity and bond markets have given investors reason to re-consider many of their long-held assumptions, such as a 60-40 split between stocks and
The reversal of FAANG stocks’ long-term dominance has loomed large over markets this year. The FAANG stocks ended October with year-to-date losses of more than
In the first half of the quarter, stocks and bonds rallied on the hopes of a Fed policy pivot, but a sharp reversal in the
It’s been a great year so far for mean reversion as the losers of much of last cycle (midstream energy, cash, and commodities) are now
For an entrepreneur, rising sales numbers and a growing client base are usually viewed as the primary signs of their business’ financial health. However, it’s
The equity market rally off the June lows was broad based, with most major indices recovering about half of the years sell-off, markets now focused
Despite the risks, it is important to keep perspective.
In 2020, the country was scrambling to find stability amidst the global Covid-19 pandemic. Today, inflation has reached levels the United States has not seen
Current cycle of growth dominance has experienced substantial mean reversion from a cycle peak in November 2021
Terrible global conflict continues with Ukraine resolutely defending itself against Russia, Russia dealing with severe sanctions, and western Europe bracing for a winter marked by
Though second-quarter S&P500 earnings were up overall, excluding the energy sector, earnings are expected to decline 3.7% relative to the same quarter last year.
Longer-term returns for gold are favorable relative to other safe-havens but over the short- term higher yields have increased the relative attractiveness of bonds at
The Covid-19 pandemic opened many business owners’ eyes to the financial challenges that can hit them during a national or global crisis. If they didn’t
The U.S. equity selloff has been broad-based in 2022 with stocks entering bear market territory in June
Download PDF Asset Class Return Quilt Calendar Year and Trailing Total Returns U.S. Equity Sector Return Quilt U.S. Equity Factor Return Quilt Fixed Income
The past six months have been the worst start to a year for a traditional“60/40” portfolio since 1932 when the U.S. economy was in the
Treasury yields of all maturities had been declining since the early 1980s, but the emergence of inflation has triggered a potential regime change
Over the past 20 years, diversified portfolios have helped reduce volatility without giving up much upside
Ex-EM, credit spreads were near median across most sectors coming into June as almost all pain in credit was due to duration component (not spread
From “fighting” low inflation for over a decade, policymakers now must deal with the unfamiliar problem of inflation (now at 40-year highs)
Retirement planning can be a difficult and stressful subject for business owners. The sale of the business alone might generate enough income to sustain an
Equity markets remained volatile in May as a late-month rally erased losses, pushing most indexes to slight gains for the month.
Energy prices continued
From “fighting” low inflation for over a decade, policymakers now must deal with the unfamiliar problem of inflation (now at 40-year highs)
Global markets have been roiled by a succession of blows in April – higher bond yields, lingering post-pandemic supply chain imbalances, a commodity price shock
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
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
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
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
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
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
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
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