Stock Market

Webinar Recording: Making Sense of the Market

By Samantha Masey | February 28, 2022

With significant market volatility experienced thus far in 2022, our investment team analyzes current events including the invasion of Ukraine, historical market volatility, and economic data to help frame our investment strategy. Listen to Steven Bouchey, Jason Alonzo, and Paolo LaPietra discuss the market outlook and their thoughts on the recent volatility.

How Will Rising Interest Rates Affect Stocks?

By Samantha Masey | February 14, 2022

Written by: Paolo LaPietra, CFP® With the Federal Reserve projecting three rate hikes in 2022, a recurring question I’ve been receiving is “How will rising interest rates affect my stocks?” It’s an important question to ask, especially with so much negative sentiment towards rising rates for equity investors. We’ve seen volatility so far this quarter,…

The Balancing Act of Bonds

By Samantha Masey | June 4, 2021

Author: Martin X. Shields, CFP For most investors, bonds play an important role in their portfolio of providing income and capital preservation in times of volatility. For the past 40 years, having a bond allocation in a portfolio has been very beneficial because the U.S. 10-year Treasury rate has declined from a high of more…