February 03, 2023 Resolutions Phil Albitz, CFP® I know it’s February, but Happy New Year everybody. Healthy and happy in 2023 is a resolution we should all embrace. With that said, I'm going to suggest 5 more resolutions to make for a more successful financial 2023. 1) Get your estate [...]
Phil Albitz on the Steven Spierer Show - 12/10/22 The views stated in this letter are not necessarily the opinion of Cetera Advisor Networks LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Due to volatility within [...]
October 24, 2022 Current Market Thoughts Phil Albitz, CFP® There is no doubt that 2022 has been a tough year for the financial markets. This is what a bear market looks like. Since topping out in early January of this year, asset values have been falling across the board. Other [...]
October 20, 2022 U.S. Treasury Yields Rise to Highest Levels in Over a Decade By Vance Albitz, CFP® U.S. Treasury Yields Rise to Highest Levels in Over a Decade Underlying the market turmoil has been the Fed’s aggressive interest rate increases and the resulting jump in bond yields. In the [...]
June 8, 2022 The State of the Market Phil Albitz, CFP® Well, here we go again. It’s been a while, but a bear market is upon us. Unfortunately, it is a bear market in most every asset class: stocks, bonds, gold, crypto; they are all in downtrends. Real estate is [...]
January 25, 2022 The Hawkish Fed vs. The Market Phil Albitz, CFP® I don’t think anyone would argue with me if I said, “These last couple of years have been kinda weird.” In this short video I’m going to talk about the markets and explain the term “Hawkish Fed” as it [...]
2022 Outlook: Summary December 22, 2021 Ever since the market bottomed in March 2020, the S&P 500 has more than doubled from its closing low and the economic recovery is now in full swing. Propelled by fiscal spending and the central banks’ dovish policies, economies around the world were boosted [...]
Rising Inflation and Your Portfolio October 14, 2021 Inflation is rising, leading to questions around portfolio positioning. Past bouts of inflation were not necessarily bad for stocks and bonds. Hedging inflation can be challenging. Diversification is still key to managing inflation. You have probably been hearing a lot about inflation [...]
September 20, 2021 It Doesn't Matter Until It Matters Phil Albitz, CFP® Hi Everybody, I hope you enjoyed a great summer. Is it just me or are summers flying by quicker nowadays? I don’t know, the days may crawl but the years do fly. Here is a quick update on [...]
Summer Volatility Heating Up July 8, 2021 This summer and the second half of the year could be marked by more market volatility, as investors become less complacent about growing risks and momentum fades. Bond investors have been bidding up bond prices, sending 10-year Treasury yields lower, to under 1.3% [...]
