equity markets

3rd Quarter Client Note – Stay Away from the Rocket Science

The first half stock market rally stalled in the 3rd quarter. The S&P 500 (Total Return) Index fell 3.27%, reducing its YTD return to 13.07%. Overall, value stocks continue to underperform. But lost less (1.91%) than growth stocks in the quarter. Overseas, developed market stocks lost 3.8%, while emerging markets fell 1.54% Commodities gained 4.71%

3rd Quarter Client Note – Stay Away from the Rocket Science Read More »

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

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

Dealing with the Russian Invasion of Ukraine

On Wednesday night, Russian Federation President Vladimir Putin followed through on his threat to invade his neighbor, the sovereign nation of Ukraine. It is difficult to know his actual motivations and what his plan is. But this is obviously an affront to the post-WW War II international order. And a tragedy for the Ukrainian people.

Dealing with the Russian Invasion of Ukraine Read More »

Right Path Investments Logo

Before you go...

Join our newsletter to stay in touch with the financial world and get information to help plan your retirement.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.