The Federal Reserve (Fed) was in a battle against inflation that took the Fed Funds rate from 0% to 4.5% and produced the worst bond market returns in decades.
Posts by Dodd Disler
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Equity and bond markets rallied in July to start the third quarter, but both sold off sharply again in August and September to establish new lows for the year. Here is an economic and market update from Sagace Wealth.
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The second quarter was even more challenging for investors. It was the worst first half of the year for developed market equities in over 50 years. Here is an economic and market update from Sagace Wealth.
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Between the Russia-Ukraine conflict, inflation, and interest rate hikes, many clients felt higher than normal volatility in their portfolio during the first quarter of 2022. Here is an economic and market update from Sagace Wealth.
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Wealth management can help a family navigate their financial journey, including financial planning, investment management, estate/legacy planning, and tax strategies.
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Our partnership with Spoor Law and SBF Accounting means that higher net worth clients can benefit from all three services working together. Hear answers to key questions on this integrated approach.
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If you followed the GameStop stock story, you probably have a lot of questions about how it affects your investment future.
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A Q&A on Wealth Transition and Succession Planning.