Asset Allocation Reports

Asset Allocation Quarterly (Second Quarter 2021)

by the Asset Allocation Committee | PDF Monetary and fiscal stimulus are expected to help propel the U.S. economy through recovery into expansion over our three-year forecast period. Global central banks have been, and should continue to be, excessively accommodative as the world emerges from lockdowns caused by the pandemic. Inflation numbers may appear stark… Read More »

Asset Allocation Weekly (April 16, 2021)

by Asset Allocation Committee | PDF In the NBC mockumentary show The Office, the character Jim Halpert gets tricked into choosing his wife, Pam, as “Employee of the Month.” Perplexed and suspicious, coworkers begin to probe into how Jim’s wife was deserving of the award. Pam, who was also surprised, attempts to justify the result,… Read More »

Asset Allocation Weekly (April 9, 2021)

by Asset Allocation Committee | PDF One key worry for investors these days is whether massive fiscal stimulus, loose monetary policy, and accelerating economic growth will spark runaway inflation.  That concern has been a major factor in driving down fixed income prices and boosting bond yields since the beginning of the year.  However, we’ve been… Read More »

Asset Allocation Weekly (March 26, 2021)

by Asset Allocation Committee | PDF (Note: Due to the upcoming Good Friday holiday, the next report will be published on April 9.) Since peaking in August, gold prices have been under pressure. Technically, prices broke support around 1750 in early March and have been attempting to consolidate. We have been holding gold in our… Read More »

Asset Allocation Weekly (March 19, 2021)

by Asset Allocation Committee | PDF When discussing the fiscal deficit in a meeting with then-President Bill Clinton and his Council of Economic Advisors, Chief Strategist James Carville was quoted as saying, “I used to think that if there was reincarnation, I wanted to come back as the president or the pope or as a… Read More »

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