EquityCompass

Like Ulysses in Homer's Odyssey, many investors are not perfectly rational and periodically need to lasso themselves to the mast when seas become rough. Investors who successfully reached their long-term financial goals were not necessarily the ones who avoided every storm, but the ones who stayed in the boat. Read the article:https://www.equitycompass.com/content/Insights/content/hagstrom_bind_me_to_the_mast_april2026.pdf

Riding Out the Storm, Fixed Income Perspectives – March 2026
During periods of economic uncertainty and financial market stress, high-grade bonds have historically helped to reduce the return volatility of diversified investment portfolios. The risk management attributes of fixed income securities were clearly evident in the first quarter, as the military conflict in Iran triggered turbulence across the broader financial markets and threatened to slow the global economy. On a year-to-date basis through March 25, the U.S. Aggregate Bond Index (AGG) outperformed the major U.S. equity indices by a significant margin, including a 325 basis point (bps) positive performance differential compared to the S&P 500 Index. View the data…https://www.equitycompass.com/content/Insights/content/demasi_fixed_income_perspectives_march2026.pdf

At the January 28 Federal Open Market Committee (FOMC) meeting, the Federal Reserve (Fed) focused intently on managing the market’s expectations for near-term rate cuts. After reducing short-term interest rates by a cumulative 75 basis points (bps) over the three prior FOMC meetings, the Fed made no further policy changes in January, maintaining the official range for the federal funds rate at 3.50% to 3.75%. To the extent that the key employment and inflation indicators continue to show stability, the Fed has signaled its willingness to maintain current policy settings for at least the next several months. View the data...https://www.equitycompass.com/content/Insights/content/demasi_fixed_income_perspectives_feb2026.pdf