Are you taking too much risk? Your financial plan can help you minimize your exposure to risk. Your personal index can help you understand the risk in your investments and a professional review of your financial documents can highlight areas of risk that have gone overlooked.
[contact-form-7 id=”6264″ title=”Contact page contact form”]
Read More Recent Insights
Kevin Warsh takes the helm of the Federal Reserve after his nomination was confirmed by the Senate this week. Inflation spiked in April, with CPI up 3.8% year-on-year, as higher energy prices filtered through the economy. This in turn weighed on retail sales during the month, with real sales down
Headlines surrounding the Middle East have dominated investor attention since late February. While uncertainty remains elevated, diplomatic negotiations have supported equities, even as fixed income and commodity markets continue to reflect potential risks. Recent economic data suggest the U.S. economy muddles on, though supply chain disruptions, higher shipping costs, and
April was a strong month for stocks and a more modest month for bonds. Because portfolios generally include a mix of both, results were positive overall for many allocations, but varied depending on how each portfolio is structured.
In this month’s update, Doug walks through the market drivers behind those results and how to think about what you may be seeing across your accounts. It’s a helpful reminder of how different parts of a portfolio can behave in different environments—and why allocation matters.