Read through our market commentary here, or skip to Jason’s April 2022 Market Update video below. In the first quarter of 2022, markets have dealt with major events like Fed rate hikes, inflation hitting 40-year highs, and the Russian invasion of Ukraine, not to...
Read through our market commentary here, or skip to Jason’s March 2022 Market Update video below. It is important to understand that no one can predict the future, not even us! What we do as money managers is to research the most probable outcomes and how to...
Read through our market commentary here, or skip to Jason’s February 2022 Market Update video below. The Russia-Ukraine Conflict While the Russia-Ukraine conflict is creating a lot of fear in markets, its impact on the economy in terms of market exposure is...
The Markets The first half of 2012 is on the books. Our beginning of the year defensive posture came into play as equity markets pulled back substantially during the 2nd quarter falling 7.13% (as measured by the Morningstar aggressive equity portfolio). ...
