Insights

Market Monitor – Second Quarter 2022
In a broad-based manner, markets retreated over the quarter adding to year-to-date losses. Fixed income, global equities and real assets all came under pressures as the headwinds of rising interest rates, persistent inflation and looming economic contraction continued.
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In Focus: Reassessing the Evolving Market Landscape
With the economic fallout including the exacerbation of inflationary forces from the war in Ukraine, CPI at 40-year highs, a flattening yield curve bordering on inversion and a bear market in the S&P 500 index (as of June 13), recession expectations have been steadily rising during early 2022.
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Market Monitor – June 2022
On the surface, market returns in May appeared to be uneventful and were modestly positive. However, the reality within the month was far from that. For much of May, equity markets largely fell as investor focus turned to whether the Federal Reserve actions to suppress inflation could lead to recession.
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Disability and Long-Term Care Insurance
Disability and long-term care insurance are two important types of insurance coverage that tend to go under the radar for many people, but each of these can be critical if…
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Market Monitor – May 2022
The quick and material rise in interest rates had significant impacts across asset classes in both April and the year so far. Our outlook for 2022 remains similar to how we entered the year, emphasizing caution toward greater volatility ahead.
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Market Monitor – First Quarter 2022
The first quarter certainly lived into our 2022 Outlook, Navigating Moderation, in which we discussed volatility ahead. Even before notable geopolitical events in Europe, both fixed income and equities had pulled back as investors adjusted to the Federal Reserve’s new tone of higher rates and less accommodative policies.
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Market Monitor – March 2022
Variations on a Theme New catalysts provided fuel to the fires of inflation and volatility Market Recap While February began with eyes on Fed Chairman Powell’s hawkish stance, inflation and…
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In Focus: Russian Invasion of Ukraine
Russia launched a series of coordinated attacks on Ukraine causing increased volatility in global markets and raising investor concern. In reaction to this event, risk assets retreated as risk-off havens and global commodity markets rallied.
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The Clarity Formula® Estate Planning
February has long been a month associated with love. This makes it a great time to show how much you care about the people you love by creating an estate…
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What Retirees Might Not Know About Social Security
Social Security is a federal program in the United States that provides benefits in the form of retirement income and disability income to qualified people and their spouses, children, and…
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Inflation, the Fed, Correction; Oh My!
Market Recap 2022 started with a thud and plenty of market moving headlines. Omicron, inflation and the Federal Reserve, among other topics, weighed on the minds of investors. Most major…
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Will the Fed take away the ‘punch bowl’?
Jan 2022 Last year (2021) was supposed to be the year of recovery, but the emergence of Covid “variants” (delta and omicron) made the recovery lumpy and uneven. Overall, the…
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