by Ryan Baldwin | Feb 3, 2023 | Investment Strategy
While we’re only a month into the New Year, it is estimated that around 30% of people that set a goal for themselves on January 1st have already given up on it. While some resolutions can be achieved quickly, most need more than a month to be successful. That is no...
by Mark Bauer | Nov 7, 2022 | Investment Strategy
Both stocks and bonds continued their downtrend in the third quarter as the S&P 500 and Bloomberg Aggregate Bond Index fell -4.88% and -4.70% respectively. However, October proved to be a promising month as equity markets rallied off their lows in the face of...
by Ryan Baldwin | Aug 3, 2022 | Economics, Investment Strategy
Financial markets continued their decline in the second quarter, as both stocks and bonds remained volatile. The S&P 500 (equities) realized its worst first-half performance since 1970 (-20.0%) and the Bloomberg Barclays Aggregate Bond Index (fixed income) had its...
by Ryan Baldwin | Feb 3, 2022 | Investment Strategy
Despite all of the rigorous preparations Olympic skiers go through for their race downhill, the smallest mistake on the course could mean the difference between winning gold and disaster.A skier must consider all of the factors and “risks” that are going against them...
by Ryan Baldwin | Nov 3, 2021 | Investment Strategy
While investors were treated to new all-time highs in the S&P 500 once again in the third quarter, tricks were still present, enough to wipe out most of the gains in the market by quarter end. Here are some of the things that we saw spook the market: 1) Corporate...
by Ryan Baldwin | Feb 2, 2021 | Investment Strategy
The year 2020 and “unprecedented” have gone hand in hand for the past year now, and with good reason. The entire world has had to deal with new obstacles and challenges in every aspect of daily life. This contributed to the major disparity between main street and wall...