INSIGHTS

Here is our monthly view of the financial markets and some of the thoughts that go into our investment decisions.

Year-End 2020 Perspective on the Stock Market

As year-end 2020 approaches, here are investment observations to consider. This is a good time of year to assess your financial goals, investments, and personal situations.  In addition, it’s an ideal time to speak with your financial advisor to see what changes might be needed to keep your finances on track.

Below, you’ll find the November/December BrokerageSelect Newsletter which summarizes current market trends while highlighting the kind of innovative out-of-the-box thinking that Pendragon Capital Management specializes in.
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Rethinking the Role of Bonds in a Portfolio

Have you considered the role of bonds in your portfolio?

The BrokerageSelect Newsletter summarizes current market trends while highlighting the kind of innovative out-of-the-box thinking that Pendragon Capital Management specializes in. This issue will explore bonds and rethinking the role they have traditionally played in a portfolio.

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The Market: September 2020

After one of the strongest Augusts on record, investors continue to shake their collective heads. How can a market be doing so well when the COVID economy is in recession?

As we discussed in our previous letters, the Federal Reserve’s monetary support and the fiscal stimulus provided by the Congress and Administration have generated the fuel to keep the markets and consumers liquid.
Continue reading The Market: September 2020