2022 was a year of change and joy for me personally, and also a year of changes in investing.
Investment News
Portfolio updates we anticipate in the near future
We are monitoring foreign bonds and international stocks as potential next investment moves.
Watch: Why asset allocation is critical to portfolio development
The discipline of asset allocation flows throughout our portfolio development work. A portfolio with all three key asset classes generally gives smoother, less volatile performance over time.
Federal Reserve projections surprise the markets
The Federal Reserve projected higher-than-expected future rate hikes by the end of 2022.
Portfolio management in 2022: More overhaul than tune-up
At LWP, we’ve been conducting plenty of maintenance this year on client portfolios as the road turned from smooth to rocky.
What persistent inflation means for the markets
Friday morning, stocks fell over -2.5% in response to an inflation report that surprised investors. The Consumer Price Index was 8.6% higher than May of last year.
First quarter of 2022 scrambled predictions
“Things Always Become Obvious After the Fact” – Nicholas Nassim Talib, Essayist, Statistician Forecasts are an important part of our daily lives. We leave the...
How we’re adjusting portfolios for market turbulence
The war in Ukraine has created some stock market turbulence. Key questions are: What further turbulence might we expect? And how are we adjusting portfolios to match the situation?
Managing portfolios through a bumpy, banner year
2021 was a banner year for stocks, but it also held market and economy twists that few predicted. As writer and educator Laurence J. Peter says, “An economist...