As we head into September, I wish all a wonderful Labor Day weekend. In terms of what to expect from September markets, we continue to believe volatility will remain high. As we have allocated for this all throughout the year, no major changes are expected for the accounts we manage. Dividend and gain reinvestment will continue. Inflation is likely to remain and our equity positions have long since been in place to address that. Recession is a … [Read more...]
Archives for August 2022
Bonds Deliver Positive Returns in July
Dimensional Perspectives: Despite the first two quarters of 2022 bringing the worst US bond market returns since 1980,1 July delivered a positive beginning for the third quarter. For the month of July, the US bond market returned 2.44%, while the global bond market returned 2.55% Available in digital and printer-friendly versions. … [Read more...]
LPL Midyear Outlook 2022: Navigating Turbulence
LPL Research “Midyear Outlook 2022: Navigating Turbulence” features LPL Research’s economic and market forecasts for the second half of 2022. It’s available in digital and printer-friendly versions. … [Read more...]
Susan’s Corner: August 2022
MIT Technology Review is another of my favorite publications. Susie Cagle’s article What One Tree Can(‘t) Do from the July issue sums up the incredible power of a tree and all the ways they nurture us. Notable Quote: “Patience and diligence, like faith, remove mountains.” ~William Penn Food for Thought: “Trees are one of the most effective and readily available carbon capture tools we have but there isn’t enough land for all the … [Read more...]
The Nurture Provided by Dividends
Portfolios, like trees, need nurturing. Dividends are the drips of moisture your investment portfolio needs to sustain and grow. This is especially important in times of severe drought and market volatility. We are constantly seeking out and evaluating dividend paying stocks for the portfolios we manage. At present, there are many good options and we welcome them. Not all dividends are created equal and none are guaranteed, although it is rare … [Read more...]