Peter Madlem is the Chief Investment Officer at Avalan Wealth, a comprehensive wealth management firm specializing in personalized financial, business, and investment planning. With over 35 years of experience in high-net-worth and institutional investment management, Peter has held senior leadership roles at Northern Trust and Montecito Bank & Trust, where he rebuilt investment research capabilities […]
If you only read the headlines during the third quarter, you might assume investors had a rough few months. But, stocks reached new highs in the third quarter, with many asset classes contributing to portfolios, despite bonds struggling as interest rates rise. As new developments unfold and the midterm election approaches, investors should continue to […]
A Difficult Month, Not a Broken Market Bottom Line: July reinforced the importance of keeping a long-term perspective, reminding investors why portfolios are built before volatility arrives. Market challenges can create opportunities for investors who are positioned across it. Click here to read the full article.
Real yields are at their highest levels in years, driven by inflation concerns, fiscal uncertainty, and a shrinking Fed balance sheet. A thoughtfully constructed and well-balanced portfolio aligned with financial plans is more important than ever. Click here to read the full article.
Bottom Line: The headlines will change. The principles of successful investing won’t. Click here to read the full article.
The bottom line. Recent volatility reflects changing expectations around interest rates and geopolitical risks. Those developments deserve attention, but not overreaction. The long-term drivers of market returns, earnings growth, innovation, productivity and economic expansion, remain intact. History suggests those forces matter far more than any single day’s headlines. Click here to read the full article.
Bottom Line: You wouldn’t know it from the headlines, but stocks continued marching higher in May. Why? Because the underlying drivers of long-term returns remained intact. A reminder for investors that the most important lesson of all is to remain focused on building wealth over years and decades, not days and weeks. Click here to […]
Peter Madlem is the Chief Investment Officer at Avalan Wealth, a comprehensive wealth management firm specializing in personalized financial, business, and investment planning. With over 35 years of experience in high-net-worth and institutional investment management, Peter has held senior leadership roles at Northern Trust and Montecito Bank & Trust, where he rebuilt investment research capabilities […]
Your brain is a pattern machine. That’s a feature… until it becomes a bug. Click here to read the full article.
The Election Changed Washington. It Didn’t Change the Rates of Investing.
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Vote according to your values. Invest according to your objectives. Click here to read the full article.