A Brief Commentary on Q1 2023

Author: Joe Maas, CIO, SPG Advisors, LLC QUARTERLY COMMENTARY Q1 of 2023 brought positive returns in both the S&P 500 (+7.03%) and the Nasdaq Composite (+16.77%), with a muted Dow…

Read More

SVB Failure – March 2023

We’re sure you’ve heard of the concern of banks defaulting. Here’s a a quick recap of what happened the week of March 10th: Last week, regulators seized Silicon Valley Bank…

Read More

February 2023 – Manager’s Thoughts

Author: Joe Maas, Chief Investment Officer, SPG Advisors LLC Financial Markets Investors ended the last full week of February concerned over a likely more sustained period of quantitative tightening, as…

Read More

February 2023 – Inflation Update

Dated February 24th, 2023 Author: Joe Maas, Chief Investment Officer, SPG Advisors LLC February Inflation Update CPI Components Before diving deeper into what the Consumer Price Index means beyond an…

Read More

Tax Forward Planning for Your Retirement Investments

When you’re planning (and budgeting) for retirement, it’s important to consider how much you’ll pay annually in taxes to ensure you don’t outlive your savings. You can pay different amounts of taxes depending on the types of retirement savings accounts you withdraw from.

Read More

 Monthly Market Report

Posted December 6, 2022 November 2022’s Market Highlights Domestic markets improved at month-end but were still underwater year-to-date. The 10-year Treasury yield curve declined -34 basis points, gold increased to…

Read More