Between rising interest rates and a full-scale war in Eastern Europe, the first quarter was filled with plentiful volatility. Who were the winners and losers, and what are some takeaways for the remainder of the year?
About Phillip Law
Phillip graduated with Business Honors and Magna Cum Laude from California State University, Fullerton where he received a degree in Finance. His passion and curiosity for finance arose from the Great Recession, which he later explored in university. During his time in academia, Phillip won first place in the 2020 CFA Los Angeles International Research Competition alongside fellow team members.
Having interned with Warren Street Wealth Advisors in 2018, Phillip now returns as a Portfolio Analyst. In his new role, Phillip hopes to drive profound investment decision making for clients through tactical asset allocation and efficient tax-loss harvesting.
Outside of the office, Phillip enjoys staying active through badminton and basketball – two courts he just can’t seem to get enough of.
Entries by Phillip Law
With news outlets centered on war between Russia and Ukraine, it’s easy to lose sight of the broader, economic picture. What shape is the US economy in now? What about its Western allies?
Markets are tumbling while buildings are collapsing, with weapons devastating Ukraine. Will we make it to the light at the end of the tunnel, or is all lost? This is a series addressing the geopolitical war overseas and the implications on investors.
Looking at the S&P 500’s largest annual intra-year drawdowns dating back to 1950, the index’s current downtrend in 2022 is really put into perspective. We’ve been spoiled with last year’s bull market, so should we be worried about this recent volatility?
Some people hail Bitcoin as the greatest thing since sliced bread, while others consider it one’s worst enemy. Whether your conviction supports or berates the world’s most infamous cryptocurrency, it doesn’t change the fact that buzz around the crypto-space – inclusive of altcoins, blockchain, and decentralized finance – is rapidly growing.
We’re officially 16 months into the pandemic. You’re vaccinated and planning your next trip, itching to get out the house. Hawaii, Las Vegas, or Disney World? Bulls will say choose your adventure. Bears will say pick your poison. Regardless, nobody can deny that the United States has largely re-opened with certain sectors, such as airlines […]
During this time last year, the NCAA canceled March Madness. With college basketball off the table, we were given a different type of madness: Market Madness. The S&P 500 drew down a total of 34% from peak to trough as COVID-19 wreaked havoc across global markets. This week marked the one year anniversary of that drawdown’s market bottom.
Learn about the TSLA inclusion to the S&P 500, a brief history lesson, and potential volatility and hidden problems that may be dangerous.
EM investments invest in the securities of a less developed country with improving economic conditions and increased involvement with the global economy.
As a Registered Investment Advisor, Warren Street Wealth Advisors, LLC is required to file form ADV to report our business practices and conflicts of interest. Please call to request a copy at 714-876-6200.