May 2025 Market Review - U.S. stocks delivered strong returns, while other asset classes, including foreign stocks, bonds, and alternatives, showed more muted performance for diversified investors....
The Fiduciary Financial Group’s 2025 Market Update offers a timely analysis of evolving economic conditions, investment outlooks, and strategic guidance. It provides actionable insights for navigating shifting markets, highlighting key risks and opportunities as investors adapt to new policy and economic realities in the year...
2024 Q2 Economic Update – FFG provides an overview of the current market and economic landscape with FFG's investment outlook....
In Q1’2024, the market exhibited varied performance across asset classes and sectors, presenting both opportunities in some areas and challenges in others. Notably, U.S. stocks surged ahead, with the All-Cap Russell 3000 Index posting a year-to-date (YTD) return of +10.02%, underpinned by improving, although still...
2023 Year-End Review & Forward Outlook The most common debate covered in the financial media during 2023 centered on the FED’s ability to engineer a soft landing in the US economy… That is, a reversion on inflation back down to the FED’s target of (2% YOY)...
As the last remnant of colored leaves falls from the trees, and the anticipation of a joyous holiday season grows, most of our clients have one thought on their mind – reducing their tax bill. Our annual tax planning letter will review some tried and...
Don’t fight the FED. For a decade+, soft monetary policy boosted asset prices (stocks, bonds, real estate). That era is behind us and higher rates with FED balance sheet tightening present a major headwind for asset prices looking forward. Don’t get wooed by glimpses of a...
The results of the first half of 2023 suggest that the overwhelming consensus among market participants is that interest rates will fall materially in the near-term. This is reflected in the recent outperformance of more interest-rate sensitive growth stocks (vs. value stocks), the inverted yield...
In the start of 2023, volatility, as measured by the VIX index, was low. Stocks continued their strong recovery from the bottom in October 2022. Growth stocks have experienced the largest rebound. This is following a ~30% down year in 2022. The cooling inflation numbers...
The elections are behind us and we just need to finish counting to see exactly where things landed. Point of clarity, we are referring to the 2022 elections. Our annual tax planning letter will focus on the following topics:...