The positive momentum continued in the second quarter as stocks (as measured by the S&P 500 SPDR ETF – SPY) gained 8.7%. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) lost 0.9%, and a 60% stock/40% bond portfolio returned 4.8%. Year-to-date (YTD), stocks returned 16.8%, bonds 2.3% and a…
Financial markets had a positive but choppy start to 2023 as stocks (as measured by the S&P 500 SPDR ETF – SPY) gained 7.5% in the first quarter. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) returned 3.2%, and a 60% stock/40% bond portfolio returned 5.8%. Over the past 12…
Financial markets finished a rough year on a strong note as stocks (as measured by the S&P 500 SPDR ETF – SPY) gained 7.6% in the fourth quarter. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) returned 1.6%, and a 60% stock/40% bond portfolio returned 5.2%. For the year, stocks declined…
Financial markets continued their downward trend in the third quarter as stocks (as measured by the S&P 500 SPDR ETF – SPY) lost 4.9%. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) fared a tiny bit better, posting a -4.7% total return, and a 60% stock/40% bond portfolio lost 4.8%. …
Financial markets continued their downward trend in the second quarter as stocks (as measured by the S&P 500 SPDR ETF – SPY) lost 16.1%. The U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) fared a bit better, posting a -4.6% total return, and a 60% stock/40% bond portfolio lost 11.5%. …
A Powerful Tool To Help Clients Plan For Retirement For a comfortable retirement you should be able to pay your basic living expenses without worrying about running out of money. For a truly satisfying retirement lifestyle you would also include sufficient money to pay for other purchases and activities that go beyond your basic needs. TCV…
~ Douglas R. Mewhirter, CFA, Vice President – Portfolio Manager One of the most common questions an investor will ask an advisor is “how much of my money should I have in stocks vs. bonds?” From an investing point of view, that is one of the most important questions you need to ask. Stocks have earned the highest…
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Dear Trust Officer: Last year I bought ten Ethereum coins for $2,000 each. I was planning to trade them for an NFT (a non-fungible token), an art investment that has become popular lately. My coins are now worth about $3,500 each, and I’ve found the NFT that I want. Do I have to worry about…
2022 got off to a rocky start as stocks (as measured by the S&P 500 SPDR ETF – SPY) lost 4.6% in the first quarter. Surprisingly (or perhaps not surprisingly) the U.S. bond market (as measured by the US Aggregate Bond ETF – AGG) was down 5.9%, and a 60% stock/40% bond portfolio lost 5.1%. Over…