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Jun 28 | 2024
Bond Market Update – June 2024
Amid falling inflation and rising demand for Treasuries, a Federal Reserve Bank rate cut is increasingly likely before November. Fixed Income Trader and Portfolio Manager Bill Smith examines bond market developments in June, which include the beginnings of easing at Central Banks across the world and the ongoing puzzle of an inverted yield curve here in the US […]
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Jun 21 | 2024
Market Update: A Glimpse of a Future
As the market anticipates a rate cut later in 2024, market performance is increasingly being driven by a group of technology stocks known as the Magnificent Seven. However, the divergence between the broader market and these stocks creates the potential for a larger selloff when these companies lost momentum […]
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Jun 14 | 2024
Portfolio Perspectives: School’s Out! Let’s Talk 529 College Savings Plans
As the cost of a college education continues to rise, you may be concerned about how you can pay for your children’s college education. Fortunately, Section 529 Plans offer a compelling combination of tax advantages, investment growth opportunities, estate planning options, flexibility and control. These benefits make them an attractive […]
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Jun 07 | 2024
Market Update: Are You Surprised by the Market?
Despite persistent inflation, interest rate cut delays and geopolitical tensions around the globe, the markets remain resilient, demonstrating low volatility, low pullbacks and low losses. Historical market performance suggests that remaining in the market is a good idea because it’s not about timing the market, but time in the market […]
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Jun 01 | 2024
Bond Market Update – May 2024
Download the 5.31.24 Dynamic Bond Market Update for advisors’ use with clients By Bill Smith, Fixed Income Trader and Portfolio Manager Yields have largely declined this month as bond investors welcomed a 3.40% year-over-year consumer price index (CPI) print from the Bureau of Labor Statistics on May 15th. While far from the Federal Reserve’s 2% […]
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May 17 | 2024
Q2 2024 Investing Insights: Top 3 Lessons from Warren Buffett in 2024
Download the Q2 2024 Dynamic Investing Insights for advisors’ use with clients By Kostya Etus, CFA®, Chief Investment Officer, Dynamic Investment Management “All I want to know is where I’m going to die, so I’ll never go there.” – Charlie Munger (January 1, 1924 – November 28, 2023) – Legendary investor, philanthropist, and friend. As […]
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