2022 was a year of change and joy for me personally, and also a year of changes in investing.
Quarterly Market Updates
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.
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...
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...
“Shelves and jobs” reflect the state of the economy
Strong demand and short supply are the central themes this past quarter. We expect this to continue in the year ahead.
Where do we go from here? Consumers & inflation
Many areas of the stock market have continued to be exciting in 2021 as we have begun moving away from the COVID-19 lock down.
LWP investment strategies (as of March 31, 2021)
These are some of the market and economic conditions currently factoring in to our strategies when adjusting portfolios on clients’ behalf.
A different recession: The tunnel and the bright spot
Unlike past recessions, this one came with a future bright spot. The stock market focused on the bright spot, while the economy was stumbled through the tunnel.