Newsletter

Lee Chapman and Steve Byars recently attended the Schwab Impact 2022 conference for financial advisors and here are some of their key takeaways that we believe will benefit you, our clients:

Enjoy this month’s edition that features our guidance on the upcoming decade and some market history for the short-term.

Enjoy this month’s edition that features a review of the stock market, some predictions for the rest of the year, a focus on a bond mutual fund and a reminder about Required Minimum Distributions (RMDs).

Enjoy this month’s edition that features a review of the economy, the Federal Reserve’s actions, and the stock market.

Enjoy this month’s edition that features a congratulations to Ramsey Bova, a market recap, and a fund spotlight.

Enjoy this month’s edition that features a review of stock and bond markets and interest rates.

Enjoy this month’s edition that features a review of stock and bond markets so far this year.

To paraphrase the title of a well-known children’s book, this newsletter could very well be titled, The Stock and Bond Markets and their Terrible, Horrible, No Good, Very Bad Start to the Year. How bad, you say? Here are the benchmarks:

Enjoy this month’s edition that features a review of the 1^st quarter’s stock market performance, a close look at a bond mutual fund held by many of our clients, and a summary of a recent Schwab survey of investors.

Enjoy this month’s edition that features a review of stock market history geopolitical events plus an income tax reminder.

Enjoy this month’s edition that features a review of January’s volatile stock market and a description of a new mutual fund in our lineup.