U.S. EQUITY INVESTMENT ENVIRONMENT The U.S. equity markets suffered significant declines in January as a result of Federal Reserve Chairman Jerome Powell’s historic pivot in monetary policy to a more hawkish stance. Inflation rose to a 40-year high during the 1st quarter. Russia’s invasion of Ukraine on February 24th accelerated losses that led to the […]
Category: Our Money Life
Summary of Market Performance
Getting Your Finances in Order: A Q1 Check-Up
A financial new year checklist can help you avoid debt, save money, and prepare for years to come. Here, we’ll discuss some steps you can take to streamline your finances and make 2022 the best year yet for your bank account and your family’s future.
Summary of Market Performance: Fourth Quarter Ended December 31, 2021
U.S. Equity Investment Environment Despite the ongoing pandemic, record inflation and looming interest rate hikes, 2021 delivered robust returns. U.S. equities had a banner year with the S&P 500 recording 70 closing highs to end with a 28.7% gain. The S&P 500’s top 50 mega caps rose 31%, and the top five largest positions accounted […]
What To Do When Someone Passes Away: A Financial Affairs Checklist
The days and weeks that follow the death of a loved one can be painful as you seek something to ease the pain and assuage the grief. To add to the stress, there are legal and financial tasks to handle, especially if the deceased is an immediate member of your family. A checklist can help […]
Summary of Market Performance: 3rd Quarter 2021 Ended September 30
This is a summary of the market performance for the 3rd quarter 2021 ending September 30th. U.S. Equity Investment Environment – 3rd quarter 2021 Mounting fears of inflation, an ongoing Congressional budget impasse, and anticipation of a reduction in the Fed liquidity provision all weighed on the stock market. Despite opening September with its 54th […]