Many of our clients have been receiving 'transition' information from both TD Ameritrade Instl and Charles Schwab. We realize that this may have caused some confusion in terms of how your account(s) will be handled going forward. For those clients with accounts at Orion Portfolio Solutions / TD Ameritrade Instl (custodian) this transition to Schwab is an acquisitio
Persistent headwinds continue to cloud the global markets and have created a very narrow trading range. However; the markets have been resilient so far in 2023. The S&P500 is up double digits YTD.
ECONOMIC REVIEW1
Historically speaking January usually sets the annual tone for the markets and so far that 'tone' has been a positive one. Markets will continue to digest many factors such as inflation, interest rates and global conflict so we are expecting continued volatility at least in the near term. The current market conditions make it hard for those of
ECONOMIC REVIEW1
Much has been written about market downturns and how to handle them. A constant theme in these commentaries is that the markets must capitulate before we see a rebound, but we think that philosophy is relatively one-sided. We believe investors also need to experience emotional capitulation.
As with past updates the markets continue to seek capitulation. The conflict in the Ukraine, rising interest rates and the Fed's actions in relation to inflation are all factors that continue this current rollercoaster. We continue to advise clients to keep a long-term perspective in relation to their current investment portfolio. For those with m
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