Bryan

“Yield-Curve Inversion,” occurs when short-term bond yields surpass those of long-term bonds. This unusual pattern, exceeding over 630 days, marks the longest period of inversion since 1970, highlighting investor concerns about the near-term economic prospects. Historically, these inversions have often preceded economic recessions, though they are not foolproof indicators. At Redwood, we are vigilantly monitoring

In recent times, the surge in market performance has sparked a familiar wave of FOMO-fear of missing out-among investors, compelling many to rethink their strategies in pursuit of higher gains. Historical patterns reveal a tendency for households to shift significantly towards equity securities during these bullish phases, often driven by the allure of immediate returns.

Stretched Valuations Warrant Caution Price / Earnings of the S&P 500 Index has not been this stretched pre-pandemic in over 20 years. Dividend Yields are also at secular lows. These traditional measures of valuation indicate that caution is warranted. Watch our Intro Video! Learn a better way to invest:

Cash Returns Almost as Much as Bonds Over Decade Investors have been better off staying in T-Bills for the past one, three, and five-year periods. Most of the underperformance began in 2022 when the Federal Reserve began aggressive rate increases. This dramatic reality in public fixed-income is why we have made the adaptations in our

In finance, the “Moving Day Average” averages the prices of a security over a certain number of days (like 10, 50, or most commonly, 200 days) and this helps people see the overall trend of the market. Yet the market, namely the S&P 500 Index, has seen a significant uptick recently, climbing notably above its