Recent Blog Posts

Market Flash - May 2022

U.S. equity investors experienced a great deal of volatility in May, as they were forced to digest uninspiring inflation and GDP data and continued to grapple with ongoing concerns over future interest rate hikes and imminent quantitative tightening. Despite these headwinds, the S&P 500 still managed to find itself in slightly positive territory at month end, rallying more than 8% off its intra-month bear market low. Fixed income markets also turned in a positive month, their first of 2022, with the Bloomberg Aggregate Bond index gaining 0.64%.

Market Flash - April 2022

After a lackluster Q1, markets got off to a rocky start to begin the 2nd quarter with the S&P 500 declining by -8.72% and the Bloomberg US Aggregate Bond Index declined by -3.79% in the month of April bringing YTD losses to -12.92% and -9.5% respectively.  Both stocks and bonds felt the pain of higher rates, specifically higher longer-term rates, the consequence of potentially stickier inflation being priced into the longer-term equation.  The lone bright spot, commodities, gained 4.14% for the month (30.75% YTD), reflecting their typical positive correlation to inflat

Q1 Fact Sheets Now Available

We are excited to announce the latest fact sheets for our investment offerings are now available.  Please follow the link below to access the 3/31/2022 materials. 

As always, please reach out to either Brian Tugend or Pete Seyler if you have any questions regarding our portfolios or if you need additional materials for client meetings.  Their contact information is below.

We appreciate your partnership and look forward to a strong Q2!


Market Flash - March 2022

Q1 2022 marked the S&P 500’s first negative quarter since the COVID-19 driven sell-off of early 2020. During the first three months of the year, investors were hit with volatility from all angles, ranging from concerns over inflation and higher interest rates, to geopolitical uncertainty around the Russia/Ukraine conflict. This left nearly all equity asset classes in the red, with the S&P 500 declining by -4.60%, while non-U.S. developed stocks declined by -5.91%, and emerging markets equities lost -6.97%.

Market Flash - February 2022

February was a volatile month for both equity and fixed income investors. It all started with a near record-high inflation report early in the month that stoked fears of a 50-bps rate hike at the Fed’s March meeting, exceeding the generally held expectation of a 25-bps increase. These concerns quickly waned as Russia shocked the entire world by invading Ukraine, causing global equity markets and interest rates to tumble. The end result was a -1.12% decline for the Bloomberg Aggregate Bond index and a near -3% decline for the S&P 500.