Have the Tech Giants Been DeFAANGed?

Graphic representing FAANG tech stocks

Investors expecting FAANG1 stocks to continue the extraordinary performance of recent years must be disappointed by their returns in 2022 (see Exhibit 1). Four of the five stocks lagged the broad US market through May 5, with Amazon, Facebook (now known as Meta), and Netflix suffering big-time losses. The group collectively underperformed the Russell 3000…

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Q1 Market Commentary

Q1 2022 Market Commentary

2022 has started out mostly negative for both the global stock and bond markets, as the economy responds to increasing prices and the conflict in Ukraine.  Rising prices started well before the Russia/Ukraine conflict as strong demand for products was met with a simultaneous shortage of supply for almost everything.  A simple economic concept illustrates that when quantity…

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Navigating Geopolitical Events

World Map Highlighted by Russia and Ukraine

Recent conflict between Russia and Ukraine is an important reminder that geopolitical risk is a part of investing in global markets. Navigating geopolitical events requires expertise and flexibility.  Global Developments and Their Impact Geopolitical events like military or economic conflicts can affect stock markets in many ways. These events are generally widely followed by investors.…

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Hedging Inflation Long-Term: Gold vs. Stocks

Image of gold on chart

There’s no lack of financial press reporting on the effect of inflation on our day to day lives.  We don’t need to read about it in popular media to feel inflation’s effect each time we fuel up our vehicles, buy groceries for our families, or pay for the variety of goods and services we consume…

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Market Commentary: Fourth Quarter

Market Commentary Q4 2021

Every year on New Year’s Day, I look at Google Trends and reflect on what people searched for during the year.  For me, it gives me time to reflect on just how many things happened during the year, how fast topics of interest changed, and what kind of information people looked for.  It certainly does not come…

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What Does it Mean for an Investment Advisory Firm to be CEFEX Certified?

Image of two adult women having a conversation

You may wonder what goes into becoming “CEFEX-certified”? It’s more of a rigorous process than you might think. CEFEX-certified firms adhere to a standard representing the best fiduciary practices in their industry. The standards include specific criteria which have been substantiated by regulation or written in consultation with leading firms. A successfully completed standards-based assessment…

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Market Commentary: Third Quarter

Market Commentary Q3 2021 Graphic

For the first time in over a year, the stock market seemed to pause from negative pressure. Inflation and interest rates are rising, there are continuous supply chain issues, the Federal Reserve has indicated it will taper their asset purchasing program, the nation is reaching the debt ceiling (imagine that), there are debates about how…

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