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Category Archives: Market and Economic Commentary

Here Comes the Bear

Posted on June 13, 2022 by Rachel Wagner
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The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding Continue Reading →

Posted in Market and Economic Commentary

Market Update: A Good Point of Entry?

Posted on May 2, 2022 by Rachel Wagner
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It has been a turbulent 2022 so far for investors. The S&P 500 Index is on track for its worst April in more than 40 years, the Nasdaq entered a Continue Reading →

Posted in Market and Economic Commentary

Market Update: A Ways to Go

Posted on April 7, 2022 by Rachel Wagner
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“Bull markets are born on pessimism, grown on skepticism, mature on optimism, and die on euphoria.” – Sir John Templeton According to the guidance of revered investor Sir John Templeton, Continue Reading →

Posted in Market and Economic Commentary

Stocks: The Road Ahead

Posted on February 3, 2022 by Rachel Wagner
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The calendar had barely flipped to 2022 and investors were reminded that even attractive long-term stock returns come with a cost: volatility. The S&P 500 Index fell nearly 10% from Continue Reading →

Posted in Market and Economic Commentary

Outlook 2022: Passing the Baton

Posted on December 14, 2021 by Rachel Wagner
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Just in time for New Year’s celebrations, LPL has released their Outlook for 2022, “Passing the Baton.” What do we see happening in the coming year? Click the image below Continue Reading →

Posted in Market and Economic Commentary

December 2021: Holiday Resilience

Posted on December 6, 2021 by Rachel Wagner
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Dear Clients and Friends: I hope everyone enjoyed the Thanksgiving holiday with family and friends. While life has been challenging during the pandemic, we have a lot to be thankful Continue Reading →

Posted in Market and Economic Commentary

October 2021: Will Change Bring Opportunity for Investors?

Posted on October 14, 2021 by Rachel Wagner

One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. Continue Reading →

Posted in Market and Economic Commentary

September 2021: The Bull Market Continues

Posted on September 7, 2021 by Rachel Wagner
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The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time Continue Reading →

Posted in Market and Economic Commentary

Just in Time for Summer: A Remarkable Recovery

Posted on June 3, 2021 by Rachel Wagner
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Dear Clients and Friends: As we move into June, a path to normalcy is coming quickly with stadiums allowing full capacity, restaurants filling up, and summer vacations in full swing. Continue Reading →

Posted in Market and Economic Commentary

Sell in May and Go Away?

Posted on May 6, 2021 by Rachel Wagner
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Dear Clients and Friends: As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is Continue Reading →

Posted in Market and Economic Commentary

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Rachel Wagner manages Principled Solutions, an independent investment advisory firm in San Francisco. She created this blog to help clients and friends find practical solutions to their financial challenges.

Recent Posts

  • Here Comes the Bear
  • Market Update: A Good Point of Entry?
  • Market Update: A Ways to Go
  • Navigating Geopolitical Tensions: March, 2022
  • Stocks: The Road Ahead

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Rachel Wagner is an independent Financial Advisor working in San Francisco. She created this site to help her fellow sandwich-ees to find practical solutions to their financial challenges.
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