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Integrated Wealth Management
Posts in Investing
Investing Newsletter - July 2025
  • Long-term U.S. Treasury yields have risen, even as inflation data softens. Concerns appear to be rising regarding our country’s fiscal trajectory and debt.

  • Proposed legislation, including the “Big Beautiful Bill,” points to further spending and borrowing, reinforcing investor concerns about U.S. creditworthiness.

  • We are also seeing renewed interest in international markets as investors seek diversified opportunities amid shifting global capital flows.

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Investing Newsletter - July 2024

  • Cycles of US stock outperformance and underperformance vs. International stocks are normal.

  • The international equity outperformance from. 2000 to 2009 was especially painful for US investors because US stocks averaged negative returns for 10 years - now known as “The Lost Decade.”

  • Valuation measures such as price-to-earnings ratios lead some to believe that International stocks may outperform US stocks over the coming yearsmay outperform US stocks over the coming yearsmay outperform US stocks over the coming years

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Investing Newsletter - January 2024
  • In only six out of 97 years from 1926 to 2022 did the market have an annual return that came within two percentage points of the market’s long-term average returns of 10%.

  • It’s extremely important for investors to understand market volatility so they do not get too excited about a “good year” and too worried by a “bad year”.

  • The allure of trying to be in the market when it’s rising - and out of the market when its falling - is completely understandable. But timing decisions can often result in lower returns and increased stress.

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Market Review Q4 - 2023
  • The US equity market posted positive returns for the quarter and outperformed both non-US developed and emerging markets.

  • US real estate investment trusts outperformed non-US REITs during the quarter.

  • US government debt reached 121% of the value of the country’s gross domestic product (GDP) last year. Many investors have expressed concern over the impact that servicing this level of debt could have on the stock market. But the historical data show little relation between the two.

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Investing Newsletter - July 2023
  • In the past century, there have been 15 recessions in the US. In 11 of those instances, stock returns were positive two years after the recession began.

  • Stock markets typically drop well before a recession is officially announced and then rebound before the recession is officially over.

  • Commit to holding onto your portfolio’s stock allocation for the long term and rebalancing it if markets drop due to a recession or any other event that may trigger a bear market

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