February 2024 Market Update
Investing, Market Updates Ben Hockema Investing, Market Updates Ben Hockema

February 2024 Market Update

Stocks advance in February with indexes like the S&P 500 and the NASDAQ hitting new highs. While a new high for an index is not a new thing, in fact it happens quite regularly and often without material consequence, there was a recent new high that is worth reflecting on. The Japanese equity index (the Nikkei 225) hit a new all-time high for the first time since 1989! We’ll do the math for you: that’s 34 years…

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Behind the Scenes of Your Portfolio: Rebalancing
Investing Ben Hockema Investing Ben Hockema

Behind the Scenes of Your Portfolio: Rebalancing

We are starting a new series of blog posts looking behind the scenes of how we manage portfolios for our ongoing clients. Many of these things have been discussed in various levels of detail in the past, but we wanted to give you a full picture of what happens on an ongoing basis. Let’s begin discussing “Rebalancing”…

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2024 Market Outlook
Market Updates Ben Hockema Market Updates Ben Hockema

2024 Market Outlook

Our 10-year return forecasts show increased opportunity across fixed income and real assets with a modest step back for equities. This makes for one of the more attractive risk-adjusted returns for fixed income relative to equity we have seen in several years.

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