written by Tony DiBartolomeo, DWA Portfolio Manager Markets faced a volatile start to 2026, but the recent sharp rebound, pushing both the S&P 500 and Nasdaq Composite to new highs, serves as a timely reminder that markets often recover faster than expected. Despite ongoing global tensions, history shows that markets have consistently absorbed geopolitical shocks. [...]
written by Tony DiBartolomeo, DWA Portfolio Manager Recent geopolitical developments, including tensions surrounding Iran, have contributed to increased market volatility in recent weeks. While periods of uncertainty can feel unsettling, it is important to remember that market fluctuations are a normal and expected part of investing. Throughout history, markets have faced many challenges—wars, political crises, [...]
written by Tony DiBartolomeo, DWA Portfolio Manager Addressing Your Top Investment Questions from Q4 Over the course of our Q4 conversations last year, a few common questions came up repeatedly. Two stood out in particular: concerns about technology exposure and the narrative around an AI bubble. There were also broader questions about our investment philosophy [...]
June Recap and July Outlook The Fed finally hit "pause" on interest rate increases in June after fifteen months and ten consecutive rate hikes. The "dot-plot" indicated that Fed officials think two further increases may be necessary in 2023, and it’s become clear that it is only a brief pause. “Hawkish pause” is the way [...]
We have received many questions regarding I bonds this year, and for good reason. They are likely a good option for cash you have set aside and don't need for at least a year. What are I Bonds? I Bonds are a series of bond issued by the United States Treasury, with an interest rate [...]
