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

  • February Student of the Market

    February 28, 2025
    In 2025, stocks start positively, can it last the year? Let’s review recent trends as well as money market assets and the positive impact they may have on stocks. Finally, what are the latest correlations between stock and bond markets, and what about alternatives?
    Read this Article
  • Boosting Employees' Savings and Keeping Talent

    January 18, 2025
    Employers with company-sponsored retirement plans, like a 401(k) or 403(b) have a tool that can be used to help retain top talent, alleviate employee concerns regarding financial stability in retirement, and help build a positive work environment.
    Read this Article
  • Stocks Lose Money for the 26th Time

    Don't Judge Diversification on Feelings

    January 29, 2023
    Focusing on what happened in 2022, this Student of the Market shows an overview of last year’s performance compared to similar years in the market’s history. This may be a window into the possibilities for 2023 and the future of Federal Reserve rate hikes. Also a look at the numbers showing that even though portfolio diversification works, it doesn’t always feel good.
    Read this Article
  • Podcast Highlight - Are Bonds Back?

    November 21, 2023
    The Team asks David about the top of rates and what is the outlook for bonds in fixed income returns.
    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