During our recent client webinar there were several great questions asked by the attendees. Here’s a short video with SEM Portfolio Manager Jeff Hybiak providing the answers.
June 02, 2021
Wondering what’s going on with your portfolio this year? Whether you’re an SEM client or not, SEM portfolio manager Jeff Hybiak explains what is happening this year in the markets and what you should be doing right now.
Back in 1997, while I was still in college I read a study from the Federal Reserve Bank of New York titled, “The Yield Curve as a Predictor of US Recessions.” This was in the early days of the development of my economic model, so I studied
During the 2008-09 Financial Crisis, too many investors learned bonds are not as safe as you might think. Unfortunately, I am seeing a large number of people believing a financial crisis will not happen again in their lifetimes. Some believe everyone learned their lesson from the last crisis, while others
The S&P 500 on Tuesday briefly eclipsed its all-time high. This led to all-day coverage on CNBC and Bloomberg of this “great feat”, followed by the financial media picking up on this story. I wouldn’t have earned the nickname “Mr. Sunshine” if