Investing Insights

Ben Pace, Tom Cohn and James Lebenthal

Economic & Market Update

Weekly Investment Perspectives

September 26, 2022   -   The U.S. economy holds up under inflationary pressures while equity markets register steep declines amid aggressive Fed tightening.

Ben Pace, Tom Cohn and James Lebenthal

Economic & Market Update

Persistent Price Pressures

Persistent inflation readings are keeping the Fed firmly in tightening mode through year end and increasing the risk of a deeper slowdown in the U.S. economy.

Ben Pace

Partner & Chief Investment Officer

Investing

August 2022 Economic & Market Outlook

The July rebound seen in stock prices has been welcome relief as has been the lack of major negative surprises in the second quarter earnings season. Markets now need more consistent signs that inflation is turning down due more to the natural balancing between supply and demand as opposed to a strong recession that destroys demand.

Ben Pace, Tom Cohn and James Lebenthal

Investing

Q2 2022 Review and July Outlook

Persistent consumer price inflation drove the Federal Reserve to accelerate the magnitude and cadence of their monetary tightening program. Aggressive rate increases with a strong signal of more to come increases the risk that the U.S. economy will fall into a recession as certain sectors have already begun to slow or stall.

Tom Cohn

Partner & Deputy Chief Investment Officer

Investing

How the Market Produces Average Returns

Economic & Market update On a call in late June, Adam Landau, a Partner in our Philadelphia office, brought up an important point about recent performance overshadowing strong medium-term performance. After the call, we looked at the history of returns from a 60/40 portfolio (defined here as 60% in U.S. Large Cap stocks and 40% […]

Patrick Fischbach

Principal

Investing

Index Funds: Above & Beyond Cost

Due to their ease of use, transparency, and exceptionally low costs, index funds have increasingly become popular with many investors, including those in retirement plans.

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.