Entries by Sarah Bomhoff, CFA, CIPM

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Second Quarter Market Commentary

Neither the stock market, nor the bond market, were ambiguous this quarter. The MSCI ACWI net Index, a diversified world stock index retreated -15.66% while the Bloomberg Global Aggregate index, a diversified world bond index, was down –8.26% last quarter. Both asset classes sunk as inflationary pressures pushed the Federal Reserve to raise interest rates […]

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What’s In Your Piggy Bank

Don’t you just love how the investment industry uses fancy lingo for everyday experiences. The word of the year is clearly “inflation”, which is just a fancy word for price increases. You used to need to define it, but today’s grocery and gas experience suggests that pretty much everyone is familiar with the concept. The […]

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Thoughts in Charts: Time Matters

I’m not sure you could build a better chart to illustrate how important time is to risk than this one! First, let’s get oriented to what the bars represent. This chart tracks period long returns that tick forward year-by-year. For the 1-year returns, this forward tick is fairly intuitive because it’s 1 calendar year and […]

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First Quarter Commentary

Our firm’s mission, Bringing Together Money and Meaning, keeps us acutely aware of the interplay between financial markets and real, human experiences. We cannot deliver market commentary this quarter without writing about the war in the Ukraine or inflation, but we would be failing at our mission if we didn’t pause first to recognize that […]

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Market Senioritis

Our first investment principle is “Discipline is Everything”. The words remind me of my high school English teacher, who dropped a syllabus on our desk the first day of class and explained how skipping more than one of her classes would result in failure. It’s possible that I’m embellishing, but I remember her smacking a […]