Bridging the Confidence Gap
It May Be Time for a Financial Checkup

From the desk of Jim McCarthy, CFP®, ChFC®
April 2021 Monthly Outlook - Reasonable Man
“The reasonable man adapts himself to the world: the unreasonable one persists in trying to adapt the world to himself.”
The first quarter of 2021 was a positive one for the equity markets, while the fixed income markets saw declines due to a spike in interest rates. Like an ocean, which can look relatively calm on the surface but with significant undercurrents happening below, within the equity market, we saw a sizeable shift from “stay at home” stocks, which drove the market in 2020, into more “opening up” stocks. The same was true in fixed income, where highly rated government and corporate bonds declined more than lower quality and floating rate bonds.

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