Blog

Strategas Head of Fixed Income Research Tom Tzitzouris walks us through a challenging fixed income landscape. He touches on where the Fed can go from here, how their actions impact markets, and where he’s finding value in fixed...

If you've been hearing about the recent passage of the Inflation Reduction Act of 2022, but wonder what it means to you, you may find our summary of value. The new law has a number of provisions which may benefit you, such as reducing...

Strategas Chief Economist Don Rissmiller talks through expectations for the Federal Reserve over the coming months and years, how the labor market is impacting inflation, and how global issues are affecting domestic wage pressure.You...

Bond losses this year prompt us to revisit whether bonds are still an appropriate hedge against stock losses, especially in an inflationary environment.This article from Morningstar addresses the issue from a longer-term perspective.

Strategas Head of Technical Strategy Chris Verrone joins us to break down the recent moves in both the stock market and the bond market before giving us his read on one of the best performing sectors of the year. You can read more HERE.

Strategas Head of Fixed Income Research Tom Tzitzouris walks us through some timely thoughts on the fixed income universe. He hits on whether we’ve hit peak inflation, the implications for interest rates and the broader economy,...

Strategas’ Jason Trennert tells us about the big risks facing the market, what would allow him to get more optimistic (or mark a bear market bottom), and why bond market volatility has picked up.You can read his commentary HERE.

With market volatility elevated, Strategas answers a few of their most commonly-asked questions on inflation, earnings, policy, and their outlook for both equity and fixed income markets. You can read their answers HERE.

Strategas Head of Technical Strategy Chris Verrone walks us through the market as it stands today. He examines the current selloff and whether there’s more to come, how the credit picture looks, and where he sees opportunityYou...

In this 30,000 foot view of the market and economy, Strategas Investment Strategist Ryan Grabinski puts the recent selloff into context, updates us on corporate earnings, and touches on the state of the all-important U.S. consumer. You...

Strategas President Nick Bohnsack discusses the current inflation problem and increasing odds of recession;you can read his comments and learn more HERE.

John Rekenthaler of Morningstar explores whether concerns about the standard 60/40 stock/bond portfolio are still valid in today’s high valuation/low interest rate markets.You can read his thoughts here, and as always, reach out...

Strategas has six investment themes for 2022: 1) inflation and the Fed’s response 2) higher interest rates hurting high growth stocks, 3) rising geopolitical stakes, 4) tighter financial regulation, 5) dividends as a greater...

Is the “4% rule” still applicable for retirement investment income in a low interest rate world? This article from Morningstar.com contends that it may no longer be, and that a 3.3% withdrawal rate is more realistic if we...

Happy New Year from the Lombardo Pearce Group!It's that time of year when our clients taking mandatory retirement account distributions start to consider how much they'll be drawing this year. In 2022, there's some good news on this...