Bonds and stocks enjoyed investment gains during the first quarter of the year. Bank defaults shook the markets, but resilience has followed. Inflation continued to wane, and the Fed raised rates at a more modest pace....
NEWS & INSIGHTS
Your Money: What You Need to Know for 2023
A new year brings fresh outlooks and opportunities for your finances. This webinar focuses on: The current investment environment. Tax changes that affect your retirement. Important planning for inherited IRA accounts....
Looking Forward After a Difficult Year in the Markets
Stocks incurred their worst declines since 2008 and bonds suffered their heaviest losses in more than 100 years. Many decades-long investment trends reversed in 2022, reminding investors that investments always move in...
Investment Thoughts in a Bear Market: 2022 Third Quarter Commentary
Stocks and bonds fell to new 2022 investment lows during the third quarter, including new historic lows for bonds. High inflation persists, but the growth of inflation modestly declined over the summer. The Fed remains...
Webinar: Today’s Inflationary Environment, Impacts and Long-Term Thoughts
Today’s inflationary environment is a prevalent topic on people’s minds. It’s affecting everyday life, the investment markets and perhaps now the economy. SageVest recently hosted a webinar discussing today’s...
Surviving a Market Correction and Recession
In times of market volatility and heightened recession probabilities, controlling your finances can impact your emotions as well as your financial wellbeing. However, proper planning can offer reassurance and even...
A Difficult First Half of 2022: Second Quarter Commentary
Both stocks and bonds were battered in the second quarter, with stocks temporarily entering an official bear market. Inflation reached the highest level in decades, putting heavy pressure on personal spending,...
Inflation and Your Investments
Anyone who has made a purchase recently, from gas to groceries, has felt the effects of the current inflation spike. Unfortunately, even investments have not been spared. Many people are understandably concerned about...
Today’s Heightened Risks: 2022 First Quarter Commentary
Stocks and bonds suffered simultaneous losses in the first quarter of the year. Inflation continued to escalate, with increased risks that inflation could be more persistent versus transitory. Russia’s invasion of...
Investment Thoughts During the Russian Invasion of Ukraine
Geopolitical conflicts such as the Russian invasion of Ukraine have a direct impact on investment portfolios because of the tragedy and fear they produce. Markets do not like uncertainty and will enter a phase of...
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