Commentary – Page 2 – Beacon Wealth Advisors, LLC

13 Apr

6 Things to Know About Stocks and Recessions

Thursday, April 13, 2023 Yesterday, the Federal Reserve (Fed) released the minutes from its March 21-22 Federal Open Market Committee (FOMC) meeting. In the section summarizing staff projections, to the surprise of some, the staff explicitly forecasted a recession: “Given … Continue reading →

12 Apr

Bull market or not, the rebound off the October 2022 lows has been lackluster

Wednesday, April 12, 2023 Today marks the six-month anniversary from the October 12, 2022 low in the S&P 500. Since the 25.4% drop in the index from January 3, 2022 through that day in October (is it me or do … Continue reading →

11 Apr

Bond Markets Still Believe in the Fed

Tuesday, April 11, 2023 The Federal Reserve (Fed) has raised short-term interest rates at the most aggressive pace since the 1980s in an effort to bring down the highest inflationary pressures in more than 40 years. Certainly, the main motivation … Continue reading →

10 Apr

The 60/40 Is Back…Perhaps Even Long Term

Monday, April 10, 2023 There deservedly was a lot of hand-wringing about the death of the 60/40 portfolio in 2022, a portfolio of 60% stocks and 40% bonds. As we stated back in June, the call for the demise of … Continue reading →

06 Apr

Weekly Market Performance – Markets End The Holiday-Shortened Week Mixed

Thursday, April 6, 2023 Index Performance View enlarged chart U.S. and International Equities … Continue reading →

05 Apr

First Quarter Market Observations

Wednesday, April 5, 2023 An eventful first quarter wrapped up last week. In today’s blog, we make seven market observations from first quarter performance and share our thoughts on what these performance trends could mean for our outlook. Growth Dominated … Continue reading →

04 Apr

Main Takeaways from the Report on Business

Tuesday, April 4, 2023 Overview Manufacturing activity last month fell to its lowest since May 2020, as recession fears loom in front of businesses and consumers alike. Employment shrunk for the second month as firms cut workers in response to … Continue reading →

31 Mar

Weekly Market Performance – Markets Higher Amid Banking Concerns

Friday, March 31, 2023 Index Performance View enlarged chart U.S. and International Equities … Continue reading →

31 Mar

Can the Spring Melt Up Continue?

Friday, March 31, 2023 Key Takeaways: March was a volatile month, but seasonality patterns prevailed, as stocks stuck to the script of back half outperformance. April seasonality trends suggest the melt up could continue. Since 1950, the S&P 500 has … Continue reading →

29 Mar

Munis Bounced Back in March; Seasonality Tailwind

Wednesday, March 29, 2023 After one of the weakest February’s on record, the municipal market is on track for its strongest March performance since 2008, as it benefits from a flight to safety amid turmoil in the banking industry. The … Continue reading →

Category Archives: Commentary