Contact Us
    Browse by topic
    Subscribe to our blog

    Chart of the Day

    Bondmaggeddon

    The Chart of the Day is from S&P Global. As eternal optimists, which has worked for our clients over the last 20+ years, we like to say, “It could always be worse.” Though the United States equivalent investment grade bond index in the US is down 20%, the iBoxx GPB (which stands for the Great Britain Pound) bond index is down 28%, which is the worst in 25 years. They are calling it “the Bondmaggeddon.” Though we may have some of these US equivalent bond ETFs in the portfolio we manage, they are more than offset by many shorter-term bonds, which in most cases have resulted in a total loss of only 6%. Still not great, but it could have been worse.
    Read

    Chart of the Day

    The Ebb and Flow

    The following Chart of the Day from State Street Global Advisors shows the flow of funds in investments going all the way back to 2001.
    Read

    Chart of the Day

    Washington Makeup

    Today's Chart of the Day is a second chart from the Capital Group article called “Can midterm elections move markets?”
    Read

    Chart of the Day

    Midterm Swings

    Today’s Chart of the Day comes from a Capital Group article called “Can midterm elections move markets?”
    Read

    Chart of the Day

    Less, but Still a Fat Tail Risk

    Today’s Chart of the Day from Bloomberg shows that though there are less nuclear stockpiles than the 1980’s, there are still too many. There is an increased focus on this topic due to Putin’s threats and a hope that someone would come to their senses before anything gets out of hand.
    Read

    Chart of the Day

    Stocks After Inflation Peaks

    Today's Chart of the Day is in a BlackRock article. This is the organization who issues the iShares Exchange Traded Funds (ETFs) in our portfolios.
    Read

    Chart of the Day

    Faith in the Long Run

    Today’s Chart of the Day shows the S&P 500 index with recessions marked in red going all the way back to 1928.
    Read

    Chart of the Day

    The Crypto Hedge?

    So far this year, we have experienced the longest “downturn” in terms of time since our last record high during The Great Recession.
    Read

    Chart of the Day

    Beyond Profits

    Today’s Chart of the Day shows the price of $100 invested in Beyond Meat, Inc. when the company went public in early 2019.
    Read

    Chart of the Day

    Mid-Year Index vs. Active Update

    Twice a year, S&P Dow Jones updates their SPIVA (S&P Indices Versus Active) report.
    Read

    Want more articles like this in your inbox?

    Subscribe to our blog for a weekly roundup of our latest financial blogs and resources.