Portfolio Positioning During High Inflation
Given the significant current level of inflation and recent declines in stocks and bonds, how should an investor position their portfolio?
CIO Insights: Fixed Income Performance
The first quarter of 2022 saw both stock and bond markets fall, which is an unusual event that we thought warranted more discussion. Generally speaking, bonds have experienced a 40-year bull market – and there’s rarely been bad news to tell our clients – but in Q1, bonds experienced their third worst quarter performance-wise in the past 50 years1. Given this background, we sat down with Mark Murphy, RIA’s Chief Investment Officer, to have him answer some of the burning questions we’re hearing from clients today.
What Goes Up, Must Come Down?
With stocks surging in recent weeks, many indexes have hit record highs. Do the laws of physics apply to financial markets – what goes up must come down? This month, we have a guest blog from Dimensional Fund Advisors that seeks to answer just that.
Lessons Learned From 2020
This month, we look back at 2020 to discuss three of the most crucial lessons we learned and how they may help in light of recent market volatility.
Does an Investment in TIPS Make Sense in the Current Market Environment?
With the recent focus on inflation, there are have been discussions about TIPS, or Treasury Inflation-Protected Securities. We dive into TIPS and explore where we think they best fit in an investment portfolio.
Does an Investment in TIPS Make Sense in the Current Market Environment?Read more