by admin | Jan 9, 2023 | Company News, Opinions
Bonds are supposed to be an asset class that counteracts the volatility of stocks, especially on the downside. Well, that did not happen in 2022 which led to the pronouncement of the death of the quintessential 60/40 portfolio. This is pre-mature. The significant...
by admin | Jan 5, 2023 | Individuals, Institutions, Plan Sponsors, Quarterly Commentary
2022 Q4 Commentary: The Future is Always Uncertain 2022 was a year of non-linear recovery which incorporated significant political, financial, investment and human turmoil. Many of us are glad that 2022 is behind us, but time is a human construct. There is nothing...
by admin | Dec 27, 2022 | Everything Else
On December 27, 2022, the SECURE 2.0 of 2022, a part of the Consolidated Appropriations Act of 2023, was signed by President Biden and became law. SECURE 2.0 aims to increase retirement savings and expand coverage to employer-sponsored retirement plans, This document...
by admin | Dec 15, 2022 | Central Bank, Individuals, Institutions
Summary Decided to raise the three key ECB interest rates by 50 basis points; accordingly, the interest rate on the main refinancing operations and the interest rates on the marginal lending facility and the deposit facility will be increased to 2.50%, 2.75 % and...
by admin | Dec 14, 2022 | Central Bank, FOMC, Individuals, Institutions
Summary: Modest growth in spending and production have softened. (No change) Job gains have been robust in recent months, and the unemployment rate has remained low. (No Change) Inflation remains elevated, reflecting supply and demand imbalances related to the...
