Investing in Bonds: Tax Implications for Different Types of Bonds

One common asset that one may invest in is bonds. As of 2022, the World Economic Forum estimates that the global bond market was worth $133T, yes, trillion, with nine zeros. In comparison, the global equity markets were worth $101.2T in 2022 per the Securities...

April 2024 Market Update: Stock Streak Sours

After five consecutive positive months, the stock market’s performance reversed in April. Declines in both equity and fixed income markets were primarily due to persistent inflation fears and expectations that the Federal Reserve wouldn’t ease monetary policy as...
Investment Review for First Quarter 2024

Investment Review for First Quarter 2024

Risky asset returns. In the first quarter of 2024, despite reduced expectations for Federal Reserve rate cuts, stock prices surged. As a whole, global stocks experienced an 8.2% rise. Notably, U.S. large and medium-sized companies achieved substantial gains, with...

Investment Review for Fourth Quarter 2023

Risky asset returns. After suffering losses in 2022, risky assets recorded substantial gains in 2023.  Stock returns were impressive across the globe with U.S. large companies (as measured by the S&P 500) gaining the most at 26.3%, followed by 18.2% for large...

March 2024 Market Update: A Broadening Bull

The positive trends that we have seen in much of 2024 continued in March. This month marks the fifth consecutive month higher for markets. The economy remains resilient despite stubborn inflation, which led the Fed to keep rates unchanged. Market Stocks continued...