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Weekly Market Impact

May 23, 2022

Finally, some positive momentum in markets on this last Monday in May! Hopefully, that can continue, although the occasional rallies that have popped up this year were all eventually overwhelmed by the broader downtrend across financial markets. This past Friday (5/20), the S&P 500 fluctuated on the fringe of bear...


May 16, 2022

Despite significant market declines eroding portfolio values seemingly regardless of allocation (stocks, bonds, and even crypto are all simultaneously at or near bear market territory), this week, Phil attempts to calm investors – particularly those heading for the exit. The last decade or more has been one heck of a...


May 10, 2022

Once again, Phil runs down another week of poor performance across markets. Stocks were walloped, but bond yields creeped down a bit with the 10-year approaching 3%, and signs of a potential stabilization in municipal markets look good. Unfortunately, it’s been rough going, we’re in a classic market correction… it...


May 9, 2022

In this Special Edition Podcast, Phil digs into the recent Fed policy statement, analyzing the mixed market response to Chairman Powell’s comment taking 75 bps hikes off the table. After noting major stock indices once again entered correction territory while the Vix approached bear market levels, Phil points out...


May 2, 2022

This week Phil laments the portfolio woes of a traditional balanced account. A standard 60% equity / 40% fixed income portfolio has seen significant drawdowns in both stocks and bonds so far this year, leaving investors feeling like there is nowhere to hide. Add to that persistent, rampant inflation and a...