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...

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. *Material from third-parties, including Dimensional Fund Advisors...

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...

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...

Susan’s Corner: July 2022

Currently reading: Rather than just one book, I’m currently reading daily through an app/site called Substack. I first heard about it from an article in my favorite magazine, The Week. It’s an online platform that allows writers to send digital newsletters directly to...