Investment Planning – Simonet Financial Group, LLC

June 8, 2022

Recession Risks are Overblown.
Stick with Short-Duration and
Inflation Assets

May’s Rebound Despite negative returns in April and market turbulence throughout May, equities finishedmarginally higher for the month. US small-caps were amongst the best performers (+1.9%),followed by international developed equities…

May 2, 2022

Early Stages of the Inflation Cycle

What Happened in April? April was a challenging month for equities as stocks declined. US growth stocks were amongst the worst performers (-13.6%), followed by US large-caps (- 8.8%) and…

April 21, 2022

COVID, climate change, Ukraine: three ways businesses can adapt their models to working in an age of crises

It’s been a tough few years for people who own or manage a business. Lockdowns shut down whole industrial sectors worldwide, turning profitable businesses into loss-making ones, while a lot…

April 4, 2022

What Happened in Q1 2022?

The S&P 500 Index returned -4.6% during Q1 2022, and the MSCI All Country World Index fell -5.3%. Q1 saw a notable rotation into inflation sensitive assets. The Bloomberg Commodity…

March 21, 2022

Positioning a Portfolio for Additional Rate Hikes

What counts is how your money is invested now in anticipation of rate hikes At their recent March meeting, the Federal Reserve moved its fed funds target rate from near…

March 17, 2022

The Surge in Commodities in 2021 and 2022

Markets will find a way to cure this overindulgence – but it might take awhile Commodities tend to run in long cycles. There was a huge run-up in their prices…

March 3, 2022

Our Perspective on Russia & Ukraine

With the current volatility of the geo-political environment, I wanted to take a moment or two to provide some perspective on the scary situation in Ukraine and what could happen…

Recession Risks are Overblown.Stick with Short-Duration andInflation Assets