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Market Update from the Investment Team at Ocean Heights Advisors

Market Update from the Investment Team at Ocean Heights Advisors

by Lena Tito | Sep 26, 2022 | Market Update

September has historically been the equity market’s weakest month of the year, and the current month is following this pattern with the S&P 500 down 6% for the month as of Friday, September 23rd.  The market is now only 1% above the June lows, and 12% off the peak...
Market Update from the Investment Team at Ocean Heights Advisors

Market Update from the Investment Team at Ocean Heights Advisors

by Lena Tito | Jul 1, 2022 | Market Update

Dear Clients and Friends,   In light of the recent economic headlines and market movements, please see the below thoughts from our Investment team.  We are actively monitoring current developments and client portfolios and are available to speak should you...
Market Update from the Investment Team at Ocean Heights Advisors

Market Update from the Investment Team at Ocean Heights Advisors

by Lena Tito | May 13, 2022 | Market Update

Capital markets this year have been unkind to investors, to understate the case.  While the speculative and more “growthy” areas of the market (which our investment approach seeks to avoid) have seen the most damage, there has been nowhere to hide as all major asset...

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