
Asset Class Return Quilts – Q3, 2025
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

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

“The U.S. economy has been resilient, with low unemployment and healthy consumer spending, yet significant risks loom. Inflation may persist due to ongoing spending requirements,

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

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

“The U.S. economy has been resilient, with low unemployment and healthy consumer spending, yet significant risks loom. Inflation may persist due to ongoing spending requirements,

As we enter Q1 2025, the market landscape is shifting dramatically. With digital assets surging by 52% and small business optimism reaching a six-year high,

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

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

As we approach the end of 2024, the market landscape is shaped by a mix of resilience and uncertainty. With inflation slowing and the U.S.

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

While market valuations and credit spreads seem to reflect a rather benign economic outlook, we continue to be vigilant about potential tail risks.

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

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 we navigate the complexities of Q4 2023, two significant storm clouds loom over the market: unprecedented fiscal spending and escalating geopolitical tensions. With predictions

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

In the ever-evolving landscape of finance, uncertainty looms large as we navigate the aftermath of unprecedented monetary policies and market dynamics. With conflicting signals from

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

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

In Q2 2023, the financial landscape is marked by significant challenges and opportunities. With $42 billion withdrawn from a single bank in one day, the

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 Q1 2023, global stocks surged by 7.4%, buoyed by a resilient consumer and stabilizing interest rates, while U.S. small cap stocks faced challenges. Gold

As we navigate the complexities of 2023, the market outlook reveals a landscape shaped by tighter monetary policy, potential stagflation, and consumer challenges. With inflation

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

Global stocks closed the quarter up 9.9% while U.S. intermediate-term bonds were up 1.9%; balanced portfolios returned 6.7%

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 third quarter was unusually challenging for U.S. investors as both U.S. large cap stocks (-4.9%) and bonds (-4.8%) declined together

Global stocks closed the quarter down -6.7% while U.S taxable bonds were -4.8% weaker; balanced portfolios returned -5.9%

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

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

For much of the decade leading up to COVID-19, a combination of excellent profitability and some of the least volatile economic conditions in history implied

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

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

Global stocks closed the quarter down 15.5% while U.S taxable bonds were -4.7% weaker; balanced portfolios returned -11.3%

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

The first quarter of 2022 tested global markets as inflation continued to accelerate and growth slowed. While U.S. stocks and bonds declined simultaneously, energy emerged

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

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

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

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

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

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

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

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

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

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

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,

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

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

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

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

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

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

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

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

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

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

“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

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

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

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

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

April marks the one-year anniversary of sweeping changes that took effect for New York State’s estate- and gift-tax laws. New York effectively doubled its exemption
You are now leaving the Magnus Financial Group Website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website.
Schwab is a registered broker-dealer, and is not affiliated with Magnus Financial Group or any advisor(s) whose name(s) appears on this Website. Magnus Financial Group is/are independently owned and operated. Schwab neither endorses nor recommends Magnus Financial Group. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Magnus Financial Group under which Schwab provides Magnus Financial Group with services related to your account. Schwab does not review the Magnus Financial Group Website(s), and makes no representation regarding the content of the Website(s). The information contained in the Magnus Financial Group Website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.