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Recent Updates

Founders Letter 5.25

26 May

A Note from Our Founder on Markets

By in Market Update

As graduation season ends and we begin gearing up for summer, we hope you are finding time to enjoy the warmer weather with family and friends. However, the ongoing uncertainty of the markets, the recent slew of senseless mass shootings, and other negative world news may be putting a damper on a usually fun and cheerful time of year.

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06 May

Uncertainty Grips Markets: April 2022

By in highlights, Market Update

.[1]

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

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April Market Update

The Inflation Fight Begins: March 2022 Markets

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Uncertainty Grips Markets: April 2022

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