Waypoints

4th Quarter Client Note – Out with the Old. In with Secure Act 2.0

Well, that was fun. It wasn’t quite the worst ever year for stocks. Thank goodness for that. But bonds had one of (if not) their worst years ever. Consequently, the role that bonds usually play in a portfolio – buffering losses in the occasional bad years for stocks – didn’t happen – and even balanced […]

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2nd Quarter Client Note – Will Inflation Rear Its Ugly Head?

The S & P 500 (total return) index closed the quarter at a record high; up 8.55% for the quarter and 15.25% for the first six months, setting all kinds of winning streaks in the process. The MSCI Developed Markets Index rose 5.65%, with Europe beginning to get more people vaccinated and its economy opening

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1st Quarter Client Note – Still Standing

When writing my client note at this time last year, we were in the vortex of the first wave of the Covid-19 pandemic. Cases were exploding around the world. Hospitals were overwhelmed – or nearly so. And deaths were mounting. Social distancing had been imposed. Businesses were shuttered. There were massive layoffs, particularly in the

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3rd Quarter Client Note – COVID and Politics, a Potent Cocktail

Welcome to whiplash land. The S&P 500 (Total Return) Index gained 8.93% in the quarter and 5.57% year-to-date. On August 18, the index reached a record high for the first time since the COVID-19 bear market began on February 19. In just 126 trading days, the fastest bear market recovery on record, the market erased

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