FROM THE DESK OF ANDRÉS
Articles
Stock Markets Higher in First Half of 2023
We are now in the second half of 2023. In the first half of 2023, stock markets did well. Both in the US and around the world. The S&P 500 is up 16.89% thru 6-30-2023. Other stock indexes also have done well. Developed market (DM) and emerging market (EM)...
2023 Midyear Outlook – The New Reality for Investors
We are now mid-way through 2023, and I thought it a great time to look at the 2023 investment markets. See what has happened in the first half of 2023 and what's possibly to come moving forward. We have included a comprehensive Midyear Outlook issue for you to...
What’s The Fed going to do?
The Fed (aka the FOMC ) is scheduled to decide on US interest rates this Wednesday and according to JP Morgan they should consider pausing the rate increases. On Wednesday, the Fed should provide more clarity on the trajectory of rates after vacillation in market...
Economic Outlook: Mild Recession, Strong Recovery
Now that the debt ceiling has been raised, let’s take a look at the economic outlook from Capital Group. The global economy has managed to avoid a recession in recent months, thanks to resilient consumers, a surge in travel and leisure activities, and the reopening of...
Debt Ceiling and Market Volatility. What to Do?
During periods of volatility in the stock market like we are currently having, you may have doubts about your long-term investment strategy. It’s important to remember this quote from Warren Buffett: “The market is the most efficient mechanism anywhere in the world...
The U.S. Debt Ceiling Debate
We have included a summary of the U.S. Debt Ceiling Debate article written by Lord Abbett. The full article can be found here. Investors, and the U.S. Federal Reserve (Fed), are increasingly focused on the looming showdown over the U.S. budget and the statutory limit...
Why Market Timing Doesn’t Work
2023 has been quite the volatile investment market. The S&P 500 was up 6.18% in January, down -2.61% in February, up 3.51% in March and slightly up 1.46% in April. You might be tempted to time the market on when you buy. In the immortal words of Grandmaster Flash...
E2E Alert! SIM Swapping
E2E Alert! SIM Swapping. What happened to one of our clients… We had a scary call from one of our clients last Friday. She had her cell phone data stolen and one of her bank accounts hacked and money taken. Things are now under control but it is a reminder to...
Sell in May?
While the market maxim says to “sell in May,” since 1945, the S&P 500’s median performance during May has been a gain of 1.0% with positive returns 60% of the time. In years when the S&P 500 has been up year-to-date (YTD) through April (like this year), its...
Debt Ceiling Showdown: Should Investors Worry?
Stop me if you’ve heard this one before: U.S. lawmakers are clashing over a legislative action to raise the federal debt ceiling. The issue has been percolating for months but could come to a head this summer as the U.S. Treasury starts running out of money to pay its...
Tax Ideas
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