The Impact of Sanctions – March 7, 2022

We are now in week three of the Russian invasion into Ukraine and the market is still trying to digest the different news stories that are making headlines and fueling volatility. While our thoughts are with the Ukrainian people who have been impacted by a conflict, not of their choosing, we are also focused on how this will affect the global economy, the energy markets, and the Fed’s response.

Just a Trim – February 24, 2022

Since the COVID Recession, the S&P 500 has returned 113.02% (cumulative) from its low point on March 23, 2020 through the end of 2021. During that same period, Optivest clients enjoyed phenomenal returns on their diversified portfolios. In fact, our portfolios, depending on the model risk tolerance, overall experienced the highest returns our portfolios have seen in decades. Thanks to conditions such as ultra-low interest rates and easy money, political deadlock on tax law changes, and gradually improving supply chains, we have benefited from a tremendous rally that brought the stock markets back to all-time highs in an incredibly short period.

Market Update – February 18, 2022

As we approach the end of February, 2022 has seen heightened volatility that has been reminiscent of past corrections and bear markets. US economic data has increasingly indicated more persistent inflation and a tight labor market, both of which have driven the Federal Reserve to take a more hawkish stance. Forecasts for rate hikes have subsequently moved higher and have spooked the markets, especially expensive growth stocks. To make volatility even worse, we have seen numerous headlines over the past few weeks about a possible invasion of Russian forces into Ukraine. We believe the geopolitical tensions have created more noise in the background and we should focus on the issue at-hand, which is a Fed that will have to raise rates multiple times this year. The rate and level of rate increases remains a subject of much debate. Below we outline how the market reacts in a rising-interest rate environment.

Market Changes – New Horizon

March 26, 2020 It seems we are in the season of breaking records. From severe daily market movements both to the upside and downside along with now record breaking unemployment, each day seems to bring  …

Market Changes – A Period in Time

March 18, 2020 Today we again witnessed a very volatile market as we anxiously await to see what type of fiscal stimulus we can expect, and as the impact from the Covid-19 virus continues to  …

Market Changes – More than Financial Advice

March 16, 2020 We know these times create anxiety so we plan to keep frequent communications coming to you as we see events worth reporting on. This past weekend, The Fed Reserve made another massive  …

Market Changes – Update

March 11, 2020 The impact of the Coronavirus otherwise known as COVID-19 continues to rattle market and world confidence. As new developments in the detection of the virus have continued to lead headlines, the result  …

Market Changes – Keeping a Steady Approach

February 25, 2020 Needless to say, the last couple of weeks have been a rollercoaster in the stock market. Continued headlines about the Coronavirus have stoked additional fear as the world comes to grips with  …

The Season of Giving

December 2019 This holiday season, Optivest wanted to give back to our local communities. We partnered with a local charitable organization called Action Angels that identifies families in Orange County in need during the holidays.  …

Avoid Being the Victim of Fraud

March 2019 It is highly likely that in the past you may have been the victim of credit card fraud or some type of identity theft. Fraud is becoming so prevalent, the FBI is overwhelmed  …

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