Blog
We personally author periodic letters and presentations to our clients to provide an update on how we are managing their portfolios, our view on economic conditions, and important updates on financial planning topics. We post some of that content to this blog for public viewing. We hope you find the content useful.
Stocks around the globe continued to surge in the second quarter. The U.S and developed international markets led the way, with the S&P 500 Index gaining 8.5% and developed international stocks rising 5.7%. Emerging-market stocks trailed in terms of progress on the COVID-19 front and in turn rose by a more modest 4.9%. In bond markets, the 10-year Treasury bond pricesFourth Quarter 2021 – FOMO and Diversification
Submitted by Alsworth Capital Management, LLC on January 26th, 2022
Third Quarter 2021 - China Spooks Markets
Submitted by Alsworth Capital Management, LLC on October 22nd, 2021
Second Quarter 2021 - Waking Up The Inflation Dragon
Submitted by Alsworth Capital Management, LLC on July 26th, 2021
First Quarter 2021 - Boredom, Margin, SPACs, NFTs and Retirement
Submitted by Alsworth Capital Management, LLC on April 27th, 2021
ACM Investor Presentation Q4 2020
Submitted by Alsworth Capital Management, LLC on February 26th, 2021
Fourth Quarter 2020 - Pandemic + Unrest = Booming Stock Market?
Submitted by Alsworth Capital Management, LLC on January 25th, 2021
October 25, 2020 - Elections & Quarantine Bubbles
Submitted by Alsworth Capital Management, LLC on October 27th, 2020
ACM Investor Presentation Q3 2020
Submitted by Alsworth Capital Management, LLC on October 26th, 2020
Second Quarter 2020 Investor Presentation
Submitted by Alsworth Capital Management, LLC on September 15th, 2020