Investment Management &
Retirement Income Planning
A DEDICATED ADVISOR
Through our partnership with you, we deliver comprehensive financial planning, holistic investment management, and retirement income strategies. We are dedicated to you every step of the way, providing financial clarity and solutions designed around your priorities and goals.
At Catamount Asset Management, we listen to you and understand your concerns. We can simplify and coordinate all of your financial services under one roof – whether that includes college, retirement, investment, insurance or estate planning.
Do You Have A Coordinated Retirement Blueprint?
An intentional income plan can help ensure your assets sufficiently meet your income and expenses today and over your lifetime. Contact us for a FREE, initial Income Plan.
HELPFUL MARKET INSIGHTS
Access our monthly Market Review commentary which provides a simple,
easy-to-understand assessment of the economy and financial markets. Do you have specific questions? Feel free to send us a message below!
The S&P 500 nearly lost 10% between September 20th and October 29th. At its worst moment, year-to-date gains flipped from being positive to being negative.
US and international stock market divergence certainly has investors wondering about US stocks.
In the backdrop for US stock performance has been another quarter of excellent profit growth.
Now, the US economy is being described as having the best of many worlds. Real growth has gained altitude while inflationary trends are fairly stable.
The Federal Reserve Bank has been primarily focused on containing inflation, but now they may have to get ahead of it.
Italian bond yields rose swiftly to multi-year new highs when the Italian president refused to swear in a trained economist and Eurosceptic as Italy’s next finance minister.
In a deliberate attempt to get ahead of the inflationary curve, the US central bank and fixed-income market participants are causing US interest rates to rise.
The growing trade deficit of the US has come under increased scrutiny as of late. Notably, the trade deficit now runs around $653 billion annually and continues to grow.
US stock and bond market volatility was further impacted by a temporary government shutdown and fears of a weak auction as the US Treasury rushed to roll-over short-term bills and notes.
All else equal, growth based on borrowed money instead of growth based on production produces unnecessary inflation.
Is Your Portfolio Consistent With Your Flight Plan?
It is critical to periodically review your portfolio to ensure that it continues to reflect changes in your financial picture and the investment industry. Contact us for a FREE, initial Portfolio Analysis.
It can be difficult to make financial decisions without access to information. To schedule a time to discuss your financial future, contact us below or call us at 802-775-8883 today!