Blog | Podcast Appearances
How We Choose Investment Vehicles
There are many different opinions on the best way to build out an investment portfolio. As you may be aware, we have partnered with Fiducient Advisors to deepen our investment research capabilities since early 2022. We work directly with our team of over 40 analysts at Fiducient to research asset allocation decisions and the best way to structure the portfolio. This is especially valuable as the investment markets and the world generally seem to change at a much faster pace than before.
2023 2nd Quarter Investment Review & Outlook
Ben Hockema is joined this quarter by Joe Cortese, from Fiducient Advisors and Gary Bowyer from Illuminate Wealth Management. We review the 2nd quarter performance for both the stock and bond markets and look ahead.
Mid-Year Capital Market Update
Despite one of the most anticipated recessions in U.S. history, we sit here halfway through the year defying those predictions even in the face of developing geopolitical risks, a banking crisis (remember that?) and the Federal Reserve (Fed) continuing to raise rates.
May 2023 Market Update
We’ve highlighted our theme of persistent heightened market volatility in many of our market reviews this year and May continued to deliver on that premise.
April 2023 Market Update
Equity and fixed income indexes alike posted modestly positive returns overall with year-to-date trends for 2023 continuing in April; longer duration outperformed shorter duration, credit outperformed Treasuries, international developed equity outperformed the U.S. and emerging and commodities took another step back.
2023 International Investment Market Update – New Funds
Ben discusses the reasons behind the most recent changes to investment portfolios for Illuminate Wealth Management clients. This includes a discussion of the shifting investment environment and the need to move towards more active exposure to Developed International and Emerging Market stocks.
2023 Quarter 1 Investment Review & Outlook
Ben and Eddiediscuss the current investment market environment, particularly around the difference between the headline fears and long-term opportunities in the market ahead.
February 2023 Market Update
Warm winter weather seems to have been fueled by hot January economic data reported in February. Employment, retail sales, manufacturing, and inflation all showed acceleration. Markets fell in sympathy. Why?