by Ocean Heights Advisors | 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 have any...
by Jeff Krumpelman, CFA | Jun 2, 2022 | Market Update
“Patience Is a Virtue.” “Good Things Come to Those Who Wait.” – English Poets, William Langland and Lady Curie, respectively The first five months of 2022 have no doubt tried the patience of all investors. We know the fundamentals of our economy remain solid...
by Ocean Heights Advisors | 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...
by wpengine | Apr 25, 2022 | Market Update
Dear Clients and Friends: With both equity and bond markets coming off a rough several weeks, we’d like to share some thoughts on current market conditions. The proximate reasons for the recent market weakness are clear. Inflation is hitting multi-year highs. In...
by Jeff Krumpelman, CFA | Apr 6, 2022 | Market Update
What goes up must come downSpinnin’ wheel got to go ‘roundTalkin’ ‘bout your troubles it’s a cryin’ sinRide a painted pony let the spinnin’ wheel spinDid you find the directing sign on theStraight and narrow highwayWould you mind a reflecting signJust let it shine...
by marinerplatsol | Mar 11, 2022 | Market Update
Vladimir Putin’s invasion of Ukraine has unleashed a stream of events whose human toll will likely grow in the days and weeks ahead. That said, we as investors need to separate our emotional response to the human costs from our assessment of the impact to financial...
