March 22, 2021 Financial Perspectives

Many indicators say the US and global economy are growing at rates faster than expected. Most of this is welcome news given the past 12 months. But is there a danger the economy could overheat? Inflation continues to be on the minds of some, should it be on yours as well?

Happy New Year? | Financial Perspectives

Market returns for the first three weeks of 2022 have not been full of happy reports. US stocks, especially some of the biggest names and winners of 2020 and 2021 have fallen into what is called “correction” territory. Is inflation and the concern with rising interest rates the whole story?

Chart of the Month – Sept 2023

The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.

Happy New Year? | Financial Perspectives

Market returns for the first three weeks of 2022 have not been full of happy reports. US stocks, especially some of the biggest names and winners of 2020 and 2021 have fallen into what is called “correction” territory. Is inflation and the concern with rising interest rates the whole story?

Chart of the Month – Sept 2023

The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.

Chart of the Month – Nov 2023

How Do Treasuries Lose Money? US Treasury bonds are generally regarded as safe. Sometimes they’re referred to as “risk-free” assets. This is a bit of a misnomer.

Chart of the Month – May 2024

While cash may offer stability and security in the short term, the DFA Returns Web chart from 1926 through February 2024 suggests that the growth potential in stocks offers a higher rewarding investment opportunity in the long run.

Chart of the Month – July 2023

The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.

Chart of the Month – Aug 2023

Increasing interest rates have many effects, not only on the economy, but also on stocks. Given the recent rally, we wanted to highlight that rising rates do not always mean that stocks will go down. While the stock market is not making new all-time highs just yet, the market has been resilient to a regime thought to be a drag on the markets.

Chart of the Month – Aug 2022

The housing market has been hot since the start of the COVID-19 pandemic. Prices have soared and the interest rate to borrow money for those homes has been at historically low levels. But what is happening now?