Proxy Global Equity: The Second quarter of 2023 closed out with more positive momentum carrying the market, which was almost exclusively driven by growth and tech. The S&P was up 16%, with the largest tech names in the index pushing the vast majority of that performance. The Proxy Global Equity Portfolio, which is designed to […]
Picture this; you’re watching your favorite olympic sport. The athlete you were rooting for just won the gold medal! The top 3 competitors line up on the Olympic platform. You are beaming with pride at your chosen athlete’s and nation’s success. They step down and approach the cameras, and suddenly take a bite out of […]
Looking for a smart way to build a financial legacy for yourself and your loved ones? Enter Infinite Banking – the revolutionary alternative to traditional banking that empowers you to take control of your financial future. With Infinite Banking, you can create a financial source for your future loans while building an inheritance for your […]
Retiring Early: Challenges and Opportunities in a Changing Landscape The desire to retire early is a common goal for many Americans, but the cost of retirement can make this a challenging goal to achieve. According to a recent study by the Employee Benefit Research Institute, only 34% of Americans retire before the age of 60, […]
In what was in no uncertain terms a very challenging year to be involved in traditional investments such as stocks and bonds, we at Proxy Financial were not immune from the markets which plagued 2022. Those of you who find yourself reading this, may also have seen our in depth 2022 market synapsis, 3Q2022 Commentary […]
What Happened: What we Did: What we are Watching: Disclaimer: Investing in financial markets carries risk, including loss of principal. You can lose some or all of the money that is invested. Past performance is no guarantee of future results. The material contained herein is for informational purposes only. This document does not constitute a recommendation of securities, securities […]
What Happened: · The second quarter of 2022 ended, closing out the first half of the year with nearly all markets down in a significant way, many in a bear market territory. If you are a newer investor who just got into investing during the COVID craze, this is first time you are experiencing such […]
The bad, the ugly and the opportunity By Marc DeCuffa, APMA® The year of 2022 has been another wild one for the Markets. While the previous three years had been marked with the fear and uncertainty of COVID-19 they were overall fantastic years for stocks. All major indexes were continuously hitting all-time highs, pushing valuations […]
What Happened: · While March ended the month positive across all major US equity indexes, Q1 was still negative, more accurately representing the tone of 2022 so far. Many uncertainties in the economy and geopolitics shaped the year thus far, resulting in the YTD performance: S&P 500 at -4.6%, the DJIA -4.1%, NASDAQ -8.94% & […]