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News, updates, and more.
Market Update, May 2025
On April 8th, the S&P 500 was down 15.28% year-to-date. It has since recovered and is now down only 5.45% year-to-date. It’s a nice recovery—though, of course, the index is still negative for the year. Fortunately, other components of a diversified portfolio are positive in
Bonds for Inflation – Series I Bonds
The 9.62% interest rate looks high; however, the *real* interest rate is about the same as it has always been… effectively zero – or negative when taxes are taken into account.
Ukraine War Market Impact Update
Since the war in Ukraine began, its effects on the financial and energy markets have dominated the financial news. I decided to send this quick newsletter update to address some common concerns. 1. First, some perspective: The stock market has actually been mostly flat since Russia invaded
Summer Market Update
After a great performance for the stock market in 2019, I concluded the year’s final newsletter with, “I anticipate a rockier ride in 2020.” I had no idea how rocky the ride would end up being. The stock market continued its upward climb until February 19th, when
Can the market justify “new highs?”
Since headlines of “new market highs” have been in the news, I have fielded many questions and concerns about how the market can be setting new highs (the S&P500 was down over 30% in March! It seems so long ago…) while we are in a pandemic induced
Market Update – April 2020
When everyone knows the playbook, the plays stop working. That seems to be the case for everyone who has dusted off their playbooks from the Great Financial Crisis and are trying to make sense about what is happening in 2020. The S&P 500 has increased 27%
