by Chris Guinther, Senior Investment Strategist Through 3/31/24, returns for the various indices are as follows: Good news, inflation slowed through the first quarter of 2024, and with that, the Federal Reserve shouldn’t need to keep raising interest rates. In … Read More
By Brendan Wagner, Portfolio Manager The last four years may have felt like a roller coaster, but they also remind us that while average market returns may be in the high single digits, any 12-month period can look dramatically different … Read More
by Chris Guinther, Senior Investment Strategist Let’s begin by noting the 2023 market numbers for Q4, as of the quarter’s close of December 31st: The equity markets finished the year off on a positive note and we think for … Read More
by Ned Montag, MONTAG Wealth CEO As 2024 opens, we are reminded that the work we do is all about remembering the basics and maintaining our composure in the face of uncertainty. The world seems to fuel itself on uncertainty … Read More
By Ned MONTAG, CEO Many activities in the natural world are strongly influenced by cycles, primarily the 24-hour and 365-day intervals. Pick a date well into the future, ask a naturalist to predict the behavior of the plants and animals … Read More
By CHRIS GUINTHER, SENIOR INVESTMENT STRATEGIST & PORTFOLIO MANAGER Through September 30th, the returns for the various indices are as follows: As the market returns did weaken for the quarter, the major indices are still on the positive side for … Read More
by CHRISTINE R. QUILLIAN, CFA, CFP® Finance 101 teaches us that higher interest rates (borrowing costs) should result in lower stock prices. Loftier yields are viewed as a double headwind for stocks: first, higher financing costs hurt earnings by … Read More
by Ned Montag, CEO Mark Twain has many great quotes. Among them is: “There are lies, damn lies, and statistics.” Twain knew that mathematically accurate numbers could give false impressions, either on their own or by a clever soul … Read More
by Chris Guinther – Senior Investment Strategist & Portfolio Manager Let’s begin by noting the 2023 second quarter market numbers, as of the quarter’s close of June 30th. An especially revealing statistic was the FANG+ index (Facebook, Apple, … Read More
by Olga Lee, CFA, Portfolio Manager The 2023 stock market started strong with most equity markets up as investors cheered that the end to the Fed tightening cycle was in sight. January and February were up across most indices. However, … Read More