Tactical Asset Allocation – January 2023
Chart of the Month: 89 Reasons Why People Did Not Invest in the Stock Market
Our Chart of the Month highlights 89 reasons why people did not invest in the stock market from 1934 – 2022 and details the ONE reason why you should.
Tactical Asset Allocation – September 2022
Is your portfolio ready for 2023? Check out our Tactical Asset Allocation which highlights the strategy we use to generate out clients’ portfolios.
Fighting inflation with interest rates
On May 5, a day after celebrating the Federal Reserve’s signal that it would not be making any jumbo-sized interest rate moves, the Dow fell by a headline-grabbing 1,063 points. […]
Q2 2022 | Sendero Market Update
Sendero Chart of the Month
Now that the Fed has raised rates, investors are looking at the (Treasury) curve for an indication of what’s next for the economy. Historically, the spread between 2-Year and 10-Year Treasuries, known as the “2-10 spread”, has commonly been used to forecast potential recessions when it goes negative.
Asset Allocation: Balancing Risk and Reward
You have heard the cliché, “There’s no such thing as a free lunch.” But you may be less familiar with Nobel Prize laureate Harry Markowitz’s quote, “Diversification is the only […]
Short Term & Long Term Implications
War Tensions and Raising Rates?
The Russian invasion of Ukraine sent shockwaves around the world resulting in swift condemnations and heavy sanctions. There was little effect here, beyond the political proclamations from Washington, D.C. The […]
Sendero Chart of the Month
While oil prices have risen due to the invasion of Ukraine, corporate fundamentals in most sectors should see limited impact. What does this mean for the markets? This chart reveals […]