A tumultuous May for markets ended almost exactly where it started in equities with the S&P 500 up 0.2% for the month. May saw volatility surge then recover as debates rage around inflation, the Federal Reserve’s plan to subdue it, and the impact on the economy...
Investing & Markets
May 2022 With the stock market close to entering an official bear market (defined as a decline of 20% from…
Authored by : Michael G. Dow, CAIA, CFA, CPA, Chief Investment Officer Julien R. Frazzo, Director of Risk Management and…
Authored by : Michael G. Dow, CAIA, CFA, CPA, Chief Investment Officer Julien R. Frazzo, Director of Risk Management and…
With all the uncertainty around geopolitical events, inflation, and interest rates, investors continue to shy away from stocks. As of…
Authored by : Michael G. Dow, CAIA, CFA, CPA, Chief Investment Officer Julien R. Frazzo, Director of Risk Management and…
“Volatility is the price we pay to build wealth.” – Office of the CIO, Beacon Pointe Advisors * * *…
Authored by : Michael G. Dow, CAIA, CFA, CPA, Chief Investment Officer Julien R. Frazzo, Director of Risk Management and…
January 2022 In 1952, an economist named Harry Markowitz published research on “Portfolio Selection,” a paper that contained theories which…
A client reached out by email – paraphrasing a bit… “Dear Financial Advisor, I know that selling my investments when…
