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2022 First Quarter Insights

“Do not invest blindly, but invest with knowledge, experience and confidence. Only then will you be successful.”

– Nicholas Sergio

In this Quarterly Insights edition, Nick addresses:

  • Periods of Instability Create Periods of Stability; Periods of Stability Often Create Periods of Instability
  • Negative Real Interest Rates
  • Bank of America High Yield Option Adjusted Spread
  • The Economy and Recession 2022
  • Secular Bull Market

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As the first quarter of 2024 is ticking away, let’s pause and reflect on the importance of staying ahead in our financial journey. I’m approaching 2024 with caution, prepared for the bumpy roads and potential opportunities ahead. Dive into our Q1 insights to ensure your financial strategy is as resilient and adaptable as you. Take a look: ... See MoreSee Less

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4 weeks ago

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4 weeks ago

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1 month ago

Quick thoughts to get your financial plan in order to start the year!

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1 month ago