Posts by Matthew Grubb
Investing in Emerging Markets
INVESTMENT COMMITTEE COMMENTARY May 2024 Stocks rebounded from a disappointing April and closed higher in May. Since last October, the S&P 500 has generally moved higher and is at or near all-time highs. There are four drivers to the positive equity performance: expectations for Federal Reserve (Fed) rate cuts, falling inflation, steady economic growth, and…
Read MoreProperty and Casualty Insurance 101
With so many unfortunate events in the past couple of years (hurricanes, fires, floods, etc.), we felt a review of insurance coverages would be useful. When working with clients, we sometimes find they haven’t reviewed their property and casualty insurance for years or even decades. In many cases, we’ve seen that our clients’ circumstances and…
Read MoreInvestor Expectations – Out of Step with Federal Reserve Outlook
INVESTMENT COMMITTEE COMMENTARY January 2023 Both stocks and bonds began the new year with strong returns. Recent economic data indicates progress in lowering inflation although it will take a while to achieve the Federal Reserve’s (Fed) target inflation rate of 2%. Wall Street remains hopeful the economy can weather more interest-rate hikes by the Fed…
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