by David Wagner | May 20, 2022 | Blog, Macro Updates, Market Updates
We continue to understand that emotions are heightened in this current market – the volatility is real. Thus, we know that a lot of y’all are focusing on how to help your clients Think Well and we love that. But, being a wildcard, I’m going to take this musing in a...
by David Wagner | May 11, 2022 | Blog, Macro Updates, Market Updates
I’ll start off by reposting JD’s message from the most recent monthly note – it’s a must read on how to mentally handle the current volatility – Thinking Well. Two Parts today: Assessing the Market Carnage and Volatility in the Market, and Some Firepower to Help...
by David Wagner | May 3, 2022 | Blog, Macro Updates, Market Updates
For today’s musing, I’m just going to throw some thoughts out there regarding the current market – so my rants may be all over the place. The end of each day feels as if we are coming out of the boxing ring after a bout with Mike Tyson. The whipsaws in the market, the...
by David Wagner | May 2, 2022 | Blog, Market Updates
Developments Over the Last Month April showers doused bullish sentiment last week as the SPX wrapped up April with an 8.8% decline. This was the worst April return for the index since 1970 and the fourth lowest April return on record. Fear over this week’s FOMC...
by John Luke Tyner | Apr 22, 2022 | Blog, Bonds, Market Updates
* Why Are Yields Rising: Rising yields are a consequence of falling bond prices, which occurs when investors sell bonds. This is an obvious point, but it’s important to realize that yields aren’t rising by themselves—they are only rising because investors are...
by JD Gardner | Mar 25, 2022 | Blog, ETFs, Market Updates
Most people hate taxes – that’s why they should love ETFs. As in past years, capital gains distributions from ETFs in 2021 were a tiny fraction of those distributed by their mutual fund counterparts. Our objective is not to restate the fact that ETFs are more tax...
