Investment Insights Archive - Page 3 of 6

Bond Math 101: Higher Yields = Lower Prices Not since 1980 has the quarterly return for investment grade bonds been lower than the -6.1%

Equity Returns Keep Going and Going and… The ascent of U.S. equity returns, like the Energizer bunny, remained undeterred during 2021,

Flat Quarter, Down Year The Bloomberg Barclays Aggregate Bond Index finished the fourth quarter with a near-zero return of +0.01%.

Evaluating the Variables For investors, there are numerous variables that can impact the trajectory of movements in the financial markets.

Domestic Equities The good news is U.S. equity markets were positive in the third quarter of 2021. This is the sixth consecutive quarter of

Right Back Where We Started The bond market for the quarter can be described like the journey of a billionaire astronaut, going up then

Affirming the Moderation For investors, particularly equity investors, the past 15 months have been extremely rewarding. Over that time,

Easing Off the Accelerator With continued progress being made in the fight against the coronavirus, GDP growth in the United States

Equity Performance Review Equity markets continued their rise during the second quarter. U.S. equities advanced 8.2% as large caps outpaced

Bonds Bounce Back After posting the worst quarterly decline since 1981 in the first quarter, it should not come as a shock the sector

In the recently released Q1 2021 Investment Insight newsletter, we commented that no changes were being made to the asset allocations being

Hitting on All Cylinders With the recent one-year anniversary of the equity market indices’ pandemic driven lows, it seems appropriate to