In what was in no uncertain terms a very challenging year to be involved in traditional investments such as stocks and bonds, we at Proxy Financial were not immune from the markets which plagued 2022. Those of you who find yourself reading this, may also have seen our in depth 2022 market synapsis, 3Q2022 Commentary […]
What Happened: What we Did: What we are Watching: Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities […]
What Happened: · The second quarter of 2022 ended, closing out the first half of the year with nearly all markets down in a significant way, many in a bear market territory. If you are a newer investor who just got into investing during the COVID craze, this is first time you are experiencing such […]
The bad, the ugly and the opportunity By Marc DeCuffa, APMA® The year of 2022 has been another wild one for the Markets. While the previous three years had been marked with the fear and uncertainty of COVID-19 they were overall fantastic years for stocks. All major indexes were continuously hitting all-time highs, pushing valuations […]
What Happened: · While March ended the month positive across all major US equity indexes, Q1 was still negative, more accurately representing the tone of 2022 so far. Many uncertainties in the economy and geopolitics shaped the year thus far, resulting in the YTD performance: S&P 500 at -4.6%, the DJIA -4.1%, NASDAQ -8.94% & […]
What Happened: · February markets started off the month with a bit of a bounce back from the hard hit we took during January, but January’s many concerns remained. And volatility persisted. The most defining moment came at the end of the month as Russia invaded Ukraine. U.S. markets in general took a large hit, […]
What Happened: What we Did: What we are Watching:
With everything in the world moving so quickly, we want to remind everyone to take a moment to ensure that we are being the best version of ourselves at all times. Proxy is implementing monthly book recommendations to help motivate our clients and advisors to put their best foot forward in everything they do. The […]
What Happened: What we Did: What we are Watching: Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities […]
