Market Commentary

Market Commentary


The major benchmarks we track produced negative total returns for the Year-to-Date of 2022.

  • The MS World Equity Index decreased -25.13%.
  • The Balanced Index of 60% MSCI World Equity and 40% BC US Aggregate Bond decreased -20.92%.
  • The Conservative Index of 40% S&P 500 and 60% BC US Aggregate Bond decreased -18.24%.

For the next twelve months, we’re projecting that fixed income total returns will be normalized to nominal while global equities will produce normalized total returns. We’ll be prioritizing domestic equities over international stocks and short term fixed income securities.  We also believe the current market conditions are primed for new growth opportunities.


You can review our current outlook and policy by going to the Client Info page. 







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