Article

Worst Ever Start to a Year for Bonds?

May Student of the Market

This quick overview of the US Market looks at volatility in the economy and the effect on bonds – from this year’s pace to be the worst year ever for bonds, to rolling returns for bonds, and how the Feds raising rates might affect bonds. There are also current stats on stocks and bonds in this new seasonal period of “Mommies to Mummies.” Be sure to check out the Mid-Quarter Roundtable to hear more on volatility.

May 18, 2022
May Student of the Market
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

Other content you may like

  • A young couple is reviewing a document, in front of their laptop, sitting at a table.

    One Big Beautiful Bill: What You Need to Know

    July 15, 2025
    Understanding the "OBBB" We keep an eye out for rules and regulations that could impact you and your family. In President Trump’s "One Big Beautiful Bill," signed into law on July 4th, there is a significant shift in U.S. fiscal policy. Understanding the provisions is crucial for making informed financial decisions both now and for […]
    Read this Article
  • Podcast Highlight - Surprising Market Recap

    August 30, 2023
    The Team starts the Mid-Quarter Roundtable recapping what the market’s done this year with a surprising perspective added.
    Read this Article
  • GRATs: A Planning Tool for Business Succession

    GRATs: A Planning Tool for Business Succession

    September 27, 2022
    Have you heard about the ways to reduce your family’s tax burden while keeping your business intact? With this planning tool you can put all or part of your company’s stock into an irrevocable trust that pays you, the business owner, a fixed income for a specified number of years, being especially useful if a business or estate assets will appreciate in value.
    Read this Article
  • American flag in front of federal building with ornate columns

    IMPACT: The SECURE Act

    January 4, 2020
    The SECURE Act has wide-reaching impact The “Setting Every Community Up for Retirement Security Act”, or SECURE Act, was signed into law on December 20th, after passing with bipartisan support (97% of the house, and 71% of the senate).  Whether you are an employee with a 401(k) or a small business owner providing retirement benefit […]
    Read this Article
  • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    phone-handset