m16Dev, Author at Sage Mountain

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Market Update – Q1 2023

2023 began as a tale of two quarters, as a promising start was met with struggling economic data and looming recession outlooks.

2022 saw a historic increase in interest rates, coupled with global recession fears and a search for safety.

The story of 2022 is the rapid increase in interest rates—far beyond what was expected coming into the year.

Several factors pressured both stocks and bonds in the first half of 2022, resulting in a particularly difficult period for “60/40” style portfolios.

Boutique RIA Sage Mountain has appointed its Co-Founder and CIO as President of its firm.

Sage Mountain Advisors, an independent wealth management firm, announced today it expanded its advisory team with the recent hire of Will Tuggle, CFA

For “risk-on” financial markets, 2021 continued the strong rebound engineered by policymakers responding to the pandemic’s ill economic effects.

Research from William Bernstein suggests that “rebalancing works best with volatile, uncorrelated assets whose returns are roughly similar”

Sage Mountain Advisors LLC, a boutique independent wealth management firm, announced today that Ned Douthat has joined the firm.