Asset Allocation Reports
Asset Allocation Bi-Weekly – Household Cash Levels and the S&P 500 (December 9, 2024)
by the Asset Allocation Committee | PDF Retail money market levels remain elevated. This chart shows the weekly Friday close for the S&P 500 along with the level of retail money market funds. In general, cash being held can either remain held, be used to purchase goods and services, or be used to buy financial… Read More »
Asset Allocation Bi-Weekly – Bonds and the Post-Election Environment (November 25, 2024)
by the Asset Allocation Committee | PDF The election results are in and, contrary to expectations, voters rendered a quick and clear outcome, with Donald Trump set to return to the White House. The central case prior to the election was that the outcome would be drawn out and contentious — an outcome that would… Read More »
Asset Allocation Bi-Weekly – Let’s Talk About Tariffs! (November 11, 2024)
by the Asset Allocation Committee | PDF In recent years, tariffs have made a surprising comeback. Once widely condemned as a relic of the protectionist past, tariffs reemerged in 2016 as a policy tool against China and are now being considered for implementation on goods from all other countries. Populists tend to believe that these… Read More »
Asset Allocation Bi-Weekly – The Inflation Adjustment for Social Security Benefits in 2025 (October 28, 2024)
by the Asset Allocation Committee | PDF Even for dedicated, successful investors who have built up a substantial nest egg, Social Security retirement and disability investments can be an important part of their financial security. For many Americans, Social Security benefits may be the only significant source of income in advanced age. On average, Social… Read More »