Q3 2024 Performance Report: Some new winners emerge after a volatile quarter
It was a volatile quarter that ended with stocks solidly higher. How did Facet portfolios perform? And what can we expect next for markets?
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Why everyone needs an estate plan
Imagine what would happen if you, or someone you love, gets hurt, sick, or even worse, if there’s an unexpected loss of life? Now imagine how you’ll feel when you know that you’ve put a plan in place to make sure that you, everything you work so hard for, and the people you care about ... Read more
Investor Newsletter: Fed goes big, hoping to save the economy
Hello and welcome to the latest Facet Investor Newsletter. I’m your Chief Investment Officer, Tom Graff. I want to let everyone know that this is our final Investor Newsletter. But it’s not the end of our market insights. We’re moving that content to our YouTube channel where I’ll provide weekly updates. Additionally, please stay tuned ... Read more
Understanding the Fed’s recent decision to cut rates
The Federal Reserve cut its target interest rates by 0.5% on Wednesday, and signaled that additional rate cuts are likely in the coming months. Why did they decide to cut by 0.5% vs. the more typical 0.25%? Is the Fed more worried about the economy than we realized? And what does this mean for mortgage ... Read more
Investor Newsletter: Real estate stocks only have one way out
In this newsletter we’ll look back on a big up week for stocks, a major inflation report, and preview a pivotal Federal Reserve meeting. Plus we’ll dive into why doesn’t Facet doesn’t have an explicit real estate allocation.
Investor Newsletter: Murky path for economy drives stocks lower
Hello again and welcome to another edition of the Facet Investor Newsletter. I’m Tom Graff, your Chief Investment Officer. This week we’ll cover a tough week for stocks, highlighted by some disappointing data on the labor market. Is the market worried about an impending recession? And what does it mean for the Federal Reserve’s big ... Read more
Job gains disappoint again in August
Is the job market weakening? Could the U.S. be headed for recession? Here's our views on the state of the labor market.
Investor Newsletter: The market is expensive. Should you sell?
In this week's Facet Investor Newsletter we cover a solid week for stocks despite disappointing earnings from Nvidia. We’ll look at what went wrong and what it says about the broader market. Plus how to handle a stock that has become expensive.
Investor Newsletter: The Fed is pivoting, what should you be doing?
At a speech in Jackson Hole, Fed Chair Jerome Powell said the time to cut rates is now. With the cutting cycle about to begin, we’ll cover all the ways this can impact your investments and your trading decisions.
Big yields on cash accounts are about to go extinct
Investors have recently enjoyed high interest rates on very safe investment vehicles. This could all be about to change. As the Fed cuts interest rates, those high yields you’ve been getting may soon be a thing of the past. How will this play out? And what should you be doing differently in a falling rate environment?
Investor Newsletter: Overconfidence may be costing you
In this week's Facet Investor Newsletter we’ll cover a big market rebound, Fed rate cut bets on the wane, and some encouraging signs on consumer spending. Plus a preview of a major speech by Fed Chair Jerome Powell next Friday and how to avoid overconfidence when making investment decisions.
Investor Newsletter: Is the economy starting to stall?
Greetings, I’m Tom Graff, your Chief Investment Officer. Welcome to the latest edition of the Facet Investor newsletter. It was quite a week and we’ve got a lot to cover. What caused the sudden market plunge on Monday? Why did the market rebound later in the week? And is all this volatility over or is ... Read more