
Q4 2022 Insights
2022 was a difficult year for investors. It was also an unusual year. Over the twelve months to December, U.S. equities declined 19% and non-U.S. equities declined 16%. Even the…
2022 was a difficult year for investors. It was also an unusual year. Over the twelve months to December, U.S. equities declined 19% and non-U.S. equities declined 16%. Even the…
Volatility is how much and how quickly prices move. During periods of elevated market volatility and uncertainty—such as what we are experiencing right now—it is human nature to feel anxious…
Global financial markets endured significant volatility during the second quarter, following sharp swings in inflation and the path of the U.S. Federal Reserve’s interest rate hikes. Having recovered most of…
Sucede con más frecuencia de lo que uno podría pensar: un inversionista prudente de repente le pide a su asesor que retire la mayor parte de los fondos de su…
It happens more frequently than you might think: A longtime investor suddenly asks his adviser to withdraw the bulk of his account’s funds. The request seems odd because the client…
Global financial markets were impacted by several negative catalysts in the first quarter that weighed on the returns of risk assets and left few safe harbors for investors to hide. …
La invasión de Rusia a Ucrania ha estado dominando los titulares de las noticias durante las últimas semanas, Primero y principal queremos decirles que tenemos presentes en nuestros pensamientos al…
The Russian invasion of Ukraine has been dominating headline news for weeks now. First and foremost, our thoughts are with the Ukrainian people as well as those in Russia that…
Global financial markets delivered mixed performance in the fourth quarter, finishing off a year that saw strong gains for U.S. equities, respectable returns for developed markets, and small declines for…
After a strong start to the year, global equity indices took a small step back in the third quarter as a variety of risks (some existing, some new) converged (see…
The continued economic re-opening and successful vaccine distribution in many regions (especially in the U.S.) allowed for a release of pent-up consumer demand. However, global supply lines remain somewhat dislocated…
According to The Balance, a qualified retirement planner will have a skill set that goes beyond basic financial planning or providing investment advice. What Does a Retirement Planner Do? Like…