Reports

Overview While it’s undoubtedly been a difficult first six months of the year, there are still positives. A strong job market, companies buying back their own stock, signs that pessimism had gone too far, and strong bank balance sheets have helped provide some support. The consumer has also largely continued to spend, helped by rising…

Two Important Sources of Value – Stocks and Emotions In May, the S&P500 dropped as much as 11% in the first 3 weeks and ended the month roughly flat.  In a month like this, and in a year like 2022, it is very important to start with investments that are valued at least somewhat reasonably,…

Why There is Reason for Optimism In March of 2020 the markets suffered one of the steepest drops in recent memory. From peak to bottom, the S&P 500 fell 35%. In hindsight many people who had been through the Great Financial Crisis a decade earlier saw this as an excellent opportunity to invest, while others…

Overview The world is a difficult place to navigate in the best of times, and Q1 2022 was certainly not the best of times. In this quarterly review, we will look at: Interest Rates and Inflation TriDelta’s current view on stocks, alternative investments, bonds and preferred shares Some personal finance highlights from the recent Federal…