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6 May

Uncertainty Grips Markets: April 2022

By in highlights, Market Update


After weeks of declines, the S&P 500 equities index had its worst month in April since March 2020.[2],[3] It fell 8.8% and is down over 13% for the year, which is the worst start to a year since World War II.[4] Investors have felt pain across multiple asset classes—bonds suffered the brunt of investor exodus, with world government debt on course for its biggest loss since 1920.[5]

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April Market Update

13 April

The Inflation Fight Begins: March 2022 Markets

By in highlights, Market Update

As expected, the Federal Reserve hiked interest rates in March for the first time since 2018.[1] Inflationary pressures, bond market recession indicators, and Fed tightening have started chipping away at a strong economic backdrop. Nevertheless, U.S. stock markets staged a recovery to end a rough quarter.

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31 March

Women And Wealth: Words of Wisdom From Our Clients and Friends

By in Culture, Estate planning, Finance, highlights, Investing

As part of our recognition of International Women’s Day, we reached out to a number of female clients seeking their stories, experiences, and words of advice about finance and financial planning. The response was overwhelming and filled with wisdom that we felt deserved saving and sharing with others. The result is this booklet, which captures some of those generously shared thoughts.

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