by JD Gardner | Nov 3, 2022 | Market Updates
4% yields look attractive. Are they? Rate Environment We are writing this on 11/2/2022 as markets await the 1pm CST FOMC (Federal Open Market Committee) statement followed by Chairman Powell’s press conference. Another 75bps hike seems to be a given. ...
by JD Gardner | Oct 5, 2022 | Market Updates
We are three quarters through 2022 and it’s been a tough year. We’ve weathered this market turmoil, but I’m fully aware being down ‘less’ is not something most investors view as a win. Let’s recap what’s happened, while keeping our focus forward. The windshield...
by JD Gardner | Sep 6, 2022 | Market Updates
Two Choices Let’s assume there’s only two potential investment options. For this exercise we’ll define risk as volatility in return stream, and exposure to large drawdowns…meaning it could be a wild ride where the drag of a volatility tax could come into play:...
by JD Gardner | Aug 3, 2022 | Market Updates
The plan was to discuss valuations, but July created the opportunity to revisit two important concepts: Asset Allocation Upside and Downside Capture We wanted to touch on both and their impact to our portfolios. Asset Allocation Asset allocation is the...
by JD Gardner | Jun 6, 2022 | Market Updates
Let’s talk about the last couple weeks in the market and what we are doing about it. Not to provide homework, but if you haven’t read the following links, please do. The positioning of portfolios and the thoughts about our positioning will be much more effective....
