For most of the past quarter-century, stocks and bonds have moved in opposite directions. This movement created what’s called a negative correlation between these two asset classes.
Continue readingThe Evolving Relationship Between Stocks and Bonds
CWT Newsletter Q1 2024
A lot has been happening with the team members at California Wealth Transitions and we thought it would be a good time to update you on all that’s been changing with our firm over the past year!
Continue readingMarket Update – April 2024
Dillon Hakes & Guy Kosov discuss the strength in equity markets, recent economic news, geopolitical risks, and the upcoming earnings season.
Continue readingMarkets In A Minute | History Lessons: Market Performance in Presidential Election Years
One month into the new year, and one thing’s for certain: The presidential election will continue to grab headlines and grip the nation’s attention for the better part of 2024. How might this impact investors in terms of perceptions and actual market performance? We explore these questions, in the context of historical data, in this week’s Markets in a Minute.
Continue readingMarkets In A Minute | A Better Balance: Market Review and Outlook
As we look down the open road of a new year, the question is whether the rally that began in 2023 will continue into this year. While there are still plenty of risks (more on this below), there are good reasons to believe the rally has staying power. Still, investment opportunities may look different this year if, as we expect, the rally broadens to sectors and smaller companies that have lagged.
Continue readingMoney with Murphy – China: Struggle to Reignite
Money with Murphy | China: Struggle to Reignite, with Kara Murphy, Chief Investment Officer of Kestra Financial
Continue readingMarkets In A Minute | The Impact of Interest Rates on the Economy: How Long and How Variable?
Today we so often hear central bankers discuss “long and variable lags” in monetary policy that it almost appears cliché. But it wasn’t always understood that way.
Continue readingMarkets In A Minute | Presidential Elections and the Stock Market
Like every previous election, the state of the economy and financial markets will be a hot topic of debate among voters and candidates alike.
Continue readingMarkets In A Minute | How Can Investors Benefit from AI?
With the introduction of ChatGPT and other tools that harness artificial intelligence, a new technological revolution has begun, like it or not.
Continue readingMoney with Murphy – Mid-term Elections
Money with Murphy Episode 32: Mid-term Elections with Kara Murphy, Chief Investment Officer of Kestra Financial
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