Article

Podcast Highlight - Mid-Quarter Recap: Bonds, Markets and U.S. Dollar

Mid-Quarter Roundtable Highlights

The team begins this recap with a look at “worse starts of the year” and the third time in the history of the market that both stocks and bonds have been in the negative at the same time. Discussion clarifies what is meant by “average” returns and how that relates to the calendar. Plus a quick look at the U.S. Dollar’s strength.

November 28, 2022
Mid-Quarter Roundtable Highlights
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

  • Is Your Financial House in Order For 2025?

    January 22, 2025
    Have you considered whether your financial house is in order? Now that we are into the new year, it’s a good time to take inventory and spruce it up. Review the following helpful hints to update your financial home!
    Read this Article
  • Financial Planning Tips

    A Valentine's Day Couple - Susanna and Jason

    February 14, 2021
    Do you and your spouse argue with one another over spending? You’re not alone: In fact, according to a survey conducted by Artemis Strategy Group: 73% of individuals have money management styles that are different from their partner’s; 50% of individuals say financial matters cause the most stress in their lives; and 31% of all […]
    Read this Article
  • Boost Your Retirement Plan with IRAs and 401(k)s

    Boost Your Retirement Plan with IRAs and 401(k)s

    August 31, 2021
    Early planning puts time on your side. Whether retirement is around the corner or decades away, there are more options than ever to help you plan for it. Traditional IRAs, Roth IRAs and 401(k) Plans are a few popular financial vehicles which offer tax benefits. This article gives a brief summary of these options that can help you save for your future.
    Read this Article
  • The Fed Raises Rates, Should You Sell Bonds?

    The Fed Raises Rates, Should You Sell Bonds?

    May 31, 2022
    There are misconceptions and scary headlines swirling around about the impact that the federal funds rate has on short-term and longer-term rates, which is important to consider with bonds. Don't let public perceptions drive your bond investing. Here’s a look at 2 Fallacies that are getting attention, as well as examples of what’s happened in the past.
    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