Time to Read: 8 Minutes In our August 5th article, we noted our decision to move portfolios which were underweight equities back to benchmark weight through rebalancing. We also described our intention to watch market action before making our next tactical move. Since then, we have seen continued improvement in a variety of objective
Time to Read: 7 Minutes On July 28, the advance estimate released by the Bureau of Economic Analysis showed US gross domestic product (GDP) fell at an annual rate of 0.9% in Q2 2022. This follows a 1.6% decline in Q1 2022, as shown below. Given the two consecutive quarters of negative GDP, investors
Time to Read: 5 Minutes The stock market volatility we’ve experienced this year has officially pushed us into a bear market. A bear market is technically defined as a 20% decline in the broader stock market. As of late June, the Standard & Poor’s 500 Index is down about 20% from the beginning of
Time to Read: 7 Minutes On June 15, the Federal Reserve (Fed) raised the key short-term interest rate by 75 basis points (bps), the largest increase since 1994. The target federal funds rate range now stands at 1.50% to 1.75%. The hike marked an abrupt departure from earlier guidance provided by members of the
Time to Read: 9 Minutes We have never seen an asset class quite like cryptocurrency. It’s confusing, it’s alluring, and for some people, it’s religion. As more and more investors flock to the decentralized world of crypto, more attention is being paid by those on the sidelines. "Am I missing out on something?" you
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Time to Watch: 51 Minutes VIEW SLIDES The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Partners and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only,
Time to Read: 3 Minutes To begin, at BWM our hearts go out to all the people worldwide affected by the events unfolding in Ukraine. It feels odd to write an article about the stock market and our objective indicators while reading about innocent lives lost due to Russia’s invasion of Ukraine. With that
Time to Read: 6 Minutes In a recent webinar, we discussed our market outlook for 2022, including the likelihood of a correction due to the appreciable amount of time since a 10% selloff last hit the S&P 500, as shown below. Just a few days later, the S&P 500 hit the 10% correction threshold
Time to Read: 9 Minutes Last week, BWM Financial continued to reduce interest rate risk in our tactical portfolios by reducing duration across the board. Duration is a measure of the sensitivity of the price of a bond to a change in interest rates. As rates move up or down, higher duration portfolios will move more in price than lower duration portfolios. Our