Category: Uncategorized

8 posts categorized as "Uncategorized"

Short Term Risk, Long Term Opportunity

May 9, 2022

April 2022 By Arthur Swalley, CIMA® Partner The first quarter of 2022 brought seemingly every major category of investment and headline risk to the forefront. Global stock and bond markets were challenged with interest rate risk, stock valuation risk, and inflation risk, with a topping of geopolitical risk (a European land war) adding to the…

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Up, Up and Away…

July 20, 2021

As the stock market continued its recovery from pandemic lows, the US economy started firing on all cylinders with a strong surge in consumer and business activity. The dynamics of the recovering economy, record levels of idle cash, and pent-up pandemic savings led to the Tuesday, July 6th Wall Street Journal front-page headline: “Individual Investors…

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Never a Dull Moment

February 8, 2021

2020 Fourth Quarter Investment Commentary By Arthur G. Swalley, CIMA®, Director of Investments Sharing a quarterly investment commentary has the advantage of being able to have some perspective on recent events, but the disadvantage of being overwhelmed by the sheer volume of them. Looking back over the end of 2020 and the first month of…

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Investment Commentary, COVID-19 Edition

March 4, 2020

By Arthur G. Swalley, CIMA®, founding partner and Director of Investments Over the past 10 days, US markets have come to the realization that COVID-19 is going to have substantial negative economic impact, resulting in a 13% decline in the S&P 500 index from the market peak, and a 4.6% rebound on March 2. Volatility…

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2017 Market Review

April 28, 2018

At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, conflicts in the Middle East, North Korea’s weapons buildup, and other factors. The global equity…

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What changes should you make to your financial plan based upon today’s markets?

March 27, 2018

The stock market is at an all-time high, interest rates are at historic lows and cap rates on investment properties are also low. Investors are searching for yield where ever they can find it and risky bond offering are being bought up as quickly as they are put to market. All this suggests that assets…

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To Bit or Not to Bit

February 10, 2018

What Should Investors Make of Bitcoin Mania? Fourth Quarter 2017 Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios. Cryptocurrencies such as bitcoin emerged only in the past decade. Unlike traditional money, no paper notes or metal…

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How to Plan for Your Financial Future at all Phases of Your Legal Career

January 23, 2018

The Investing Basics for all Stages There are only two ways to invest assets: as a lender or as an owner. Every investment boils down to one or the other. You own stocks and real estate. Or you lend people money by buying a bond, i.e. lend the government or a corporation money; they pay…

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