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Special Update: Navigating Bank Failures, Fed Rate Hikes, and Risks to the Financial System Thumbnail

Special Update: Navigating Bank Failures, Fed Rate Hikes, and Risks to the Financial System

The recent bank failures have sparked speculation as to what might come next. In this special update, Dan Kraus MBA, CFP®, CRPC®, APMA® covers how we are navigating these failures, fed rate hikes, and risks to the financial system. The recent failure of three U.S. banks has raised concerns over the economy and financial system. The situation is still evolving and there is ...

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Quarterly Commentary - Q4 2022 Thumbnail

Quarterly Commentary - Q4 2022

The key word for this quarter - patience. In this quarter's market commentary, Dan Kraus MBA, CFP®, CRPC®, APMA® addresses the Fed rate hike cycle, the three legs of inflation, and the single worst decline for fixed income in our lifetimes.

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Quarterly Commentary - Q2 2022 Thumbnail

Quarterly Commentary - Q2 2022

Q1 2022 Review The first quarter of 2022 saw a decline in every major asset class except commodities (up 33%). It was the worst first quarter for US bonds in 40 years and global bonds did slightly worse. Inflation continued to soar unabated as the headline CPI rate spiraled upward recording a reading of 7.48% in January, 7.87 % in February, and 8.54% in March.

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Investment Committee - Feb. 24th, 2022 Thumbnail

Investment Committee - Feb. 24th, 2022

Market Update Current headlines along with recent stock declines are definitely spooking investors. The Russian aggression in Ukraine, the Federal Reserve signaling rate hikes, and already multi-decade high inflation readings are certainly reasons for concern. With that said, we believe that valuations are approaching healthier levels in the US and are attractive in international markets. The Russian invasion of Ukraine is a terrible tragedy, but unfortunately, we have been through many, many of these kinds of global crises before. Despite conflict and pandemic, and terrible political decisions, and a litany of other challenges, the human spirit of innovation and resilience marches on, and as a consequence, the financial markets continue to grow. As long term investors we must keep our eyes on the opportunities that lower prices represent, regardless of the short term reasons.

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