One of the major current risks to the market is the Fed’s tightening of policy. Much has been written about the Fed’s plans to raise rates, to start downsizing its balance sheet, and so forth. But what has been missing so far is the fact that many of the changes have already been factored in by the market—and what the market seems to be expecting is not really in line with the headlines.
Commonwealth
Wordle, Investing, and Russia/Ukraine: What’s the Connection?
Three hot topics at once. Talk about efficiency! Beyond efficiency, though, I do think there is a fairly deep connection here—and one that is worth talking about right now.
Monday Update: Consumer Inflation Accelerates in January
There were a number of important economic data releases last week, with a focus on international trade, consumer prices, and consumer sentiment. The reports showed that continued high levels of inflationary pressure weighed on consumer sentiment to start February. This will be a very busy week of updates, with reports scheduled to cover producer inflation, retail sales, industrial production, new home construction, and the minutes from the most recent Fed meeting.
Taper Tantrum Part 2?
Yesterday, the market sell-off continued, reportedly driven by a higher-than-expected inflation report and a comment by St. Louis Fed President James Bullard that he wanted to hike rates even faster than the market had been expecting. For a market that was already nervous about inflation and rates, it was a one-two punch. The Fed is being forced to act, by inflation, and at least one Fed member is very willing to hike rates quickly in response.
Monthly Market Risk Update: February 2022
My colleague Sam Millette, manager, fixed income on Commonwealth’s Investment Management and Research team, has helped me put together this month’s Market Risk Update. Thanks for the assist, Sam!
Economic Risk Factor Update: February 2022
My colleague Sam Millette, manager, fixed income on Commonwealth’s Investment Management and Research team, has helped me put together this month’s Economic Risk Factor Update. Thanks for the assist, Sam!
Olivia has joined Riverstone Wealth Partners providing her expertise gained from her 15 plus years in management. Olivia has provided services within the financial industry, mortgage industry, and in the non-profit sector. Olivia thrives on providing stellar customer service, accomplishing all goals set before her, and doing the right thing. Olivia’s degree in Business Management allowed her to take on roles that ultimately led her to Riverstone Wealth Partners. Olivia is currently pursuing another degree with an emphasizes in Human Resources, which she has learned over time… is her passion!
Director of Operations
Ashley has been working in the customer service field since she started her first job at age 16. For the past ten years she worked in an office setting handling accounts payable and receivable as well as some receptionist work. She is very excited to learn more about the investment field.
Alec joined Riverstone after starting out his post college career on the operations side of an international logistics company working as an account executive. Graduating with a BA in Economics from the University of Illinois at Urbana-Champaign, he quickly developed a strong interest in the financial world. A lifetime resident of the Chicagoland area, Alec is an avid fan of his hometown sports teams. He is also an enthusiast of outdoor activities like fishing, camping, and hiking whenever possible.
Carol has a wide variety of experiences and has worked mainly with not-for-profit organizations. She spent 20 years in fundraising and 15 years teaching in the Illinois school system while she raised her younger children. Carol lives in Sugar Grove with her husband, Ron, and their Golden Retriever, Charley. She has four children and two grandchildren. When she’s not working, Carol enjoys spending time with friends and family, running, fishing, bible study, and watching her grandchildren play sports.
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor / Registered Principal
Wealth Advisor
Wealth Advisor Assistant
Registered Relationship Assistant