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Category: Industry News

Oakland, CA | Piedmont; Rough Year: September Third-Quarter Update for 2022

Wed, October 5 2022 - 4:07 PM
Q3 2022: -3.06% - U.S. momentum stocks -8.90% - Emerging markets small stocks -10.23% - International profitability stocks -4.54% - U.S. large stocks -8.58% - Global high yield bonds -2.77% & -3.11% - U.S. small (value & profit) stocks -4.00% - CA municipal bonds -4.65% - U.S. Hi Relative Pr…

Oakland, CA | East Bay; July 2022 Update – Time to Invest Cash Off Market Lows?

Fri, July 22 2022 - 12:10 PM
We’ve been holding much of the large pools of cash given us by clients over the last 6-9 months, but started putting decent sized chunks to work, for the long-term, over the last two days. U.S. stocks hit a low on June 16th and we’ve been in decently sloped uptrend since, clawing back to a positive (as of this moment July 22 at 11:35am) adjustment of 7.50%.…

Oakland, CA | East Bay; Q2 2022 Market Summary: Worst Starts to a Year

Tue, July 12 2022 - 7:47 AM
Q2 2022: -18.75% - U.S. momentum stocks -11.68% & -10.39% - Emerging markets (small & profit) stocks -13.86% - International profitability stocks -16.11% - U.S. large stocks -14.34% - Global high yield bonds -12.88% & -21.32% - U.S. small (value & profit) stocks -4.54% - CA municipal bonds -13.93%…

Oakland, CA | Piedmont; Volatility, While Painful, Benefits Us Over Long Run

Thu, June 23 2022 - 9:50 AM
We’ve been at this for just short of 21 years, having practiced through the dot com meltdown, the financial crisis, the shock of the pandemic and now decades high inflation coming out of the pandemic mixed with geo-political turmoil. In the simplest terms we’re mostly tasked with getting our clients into and through retirement as comfortably as possible whi…

Oakland, CA | Piedmont; First and Main Financial Q1 2022 Market Summary

Mon, April 11 2022 - 8:59 AM
Q1 2022: -7.24% - U.S. momentum stocks -4.45% & -15.96% - Emerging markets (small & profit) stocks -7.30% - International profitability stocks -4.61% - U.S. large stocks -7.94% - Global high yield bonds -0.11% & -13.87% - U.S. small (value & profit) stocks -7.12% - CA municipal bonds…

Oakland, CA | East Bay; Q4 2021 – Will Inflation Slow Down Markets in 2022?

Tue, January 11 2022 - 10:24 AM
2020, the year of the start of the pandemic, saw some phenomenal performances in the stock market with our best fund that year (domestic small profitability) being up almost 60%. That performance was on the heels of a 37.48% gain in 2019. ‘The market can’t go up every day,’ I always respond to one of my original clients when he mentions a big down day or a v…

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