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The first six months of 2022 proved to be very challenging for equity and fixed income investors alike around the world. The U.S. stock markets experienced their worst performance since the early 1970s, with the S&P 500 down over 20%, the Nasdaq Composite dropping 29.5% and the Russell 2000 index of smaller U.S. companies producing…

May has proven to be nothing short of a roller coaster ride for the markets, as ongoing volatility and worries about monetary tightening to combat inflation sparked fears of a recession on the horizon. The year-to-date sell-off of stocks accelerated this month, while the S&P 500 had its worst month since the onset of the…

The Fed announced its first rate hike since 2018. What does that mean for your finances? Today, many consumers are already feeling squeezed by higher prices at the pump, rising costs on daily goods, and trips to the supermarket. And now that interest rates are ticking higher, the cost of borrowing—from credit cards and car…

We are pleased to welcome Thierry Hasse as our new chief investment officer. Thierry brings more than 35 years of experience investing and trading across a broad array of financial markets. As leader of the Elevage Partners Investment Committee, Thierry will leverage his expertise of domestic and international markets in managing our investment models and…

Our friends at ThinkAdvisor.com have put together a list of the Top 10 Merriest Retirement Facts of 2021. At the brightest time of year, it’s nice to know there are genuine highlights on the retirement front. Here’s the list: 1. The 2022 Social Security Cost of Living Adjustment will be 5.9%. Yes, inflation this year…

The only certainties in life, Ben Franklin once wrote, are death and taxes. You could probably add a third certainty to his list: Taxes are complicated. The Internal Revenue Service has released its list of inflation-related adjustments for tax year 2022. The changes, which reflect the impact of rising inflation this year, cover 60 tax…