Simonet Financial Group, LLC

12/16/2023

We feel so grateful to celebrate 10 years of business at Simonet Financial Group!! We are so lucky to have clients that turn into family. We had a blast and we can’t thank each and every person enough who have supported us along this journey. Cheers to the next 10 years!

07/03/2023

let's go Mexico!! Let's go Haiti!

11/25/2022

11/21/2022

11/21/2022

This was fun to do!!!

06/08/2022

Recession Risks are Overblown. Stick with Short-Duration and Inflation Assets

May’s Rebound

Despite negative returns in April and market
turbulence throughout May, equities finished
marginally higher for the month. US small-caps
were amongst the best performers (+1.9%),
followed by international developed equities
(+1.7%) and US value (+1.7%). Bonds also delivered
mostly positive returns as investment grade
corporates were up 1.9%, high yield credits rose
1.6%, and municipal bonds gained 1.5%.
Commodities produced mixed returns as crude oil
and broad-based commodities rose (+10.8% and
+1.9%, respectively) while gold and silver fell (-3.3%
and -5.7%, respectively).

Read more here:
https://simonetfinancial.com/recession-risks-are-overblown-stick-with-short-duration-andinflation-assets/

05/04/2022

Early stages of the Inflation Cycle

What Happened in April?

April was a challenging month for equities as stocks declined. US growth stocks were amongst the worst performers (-13.6%), followed by US large-caps (- 8.8%) and US small-caps (-7.8%). Bonds also struggled as investment grade corporates were down 6.7%, 7-10 year US Treasuries fell 4.2%, and high yield credits declined 4.2%. Commodities produced mixed returns as crude oil and broad-based commodities rose (+4.1% and +3.9%, respectively) while gold and silver fell (-2.1% and -8.0%, respectively).

Read more here: https://simonetfinancial.com/early-stages-of-the-inflation-cycle/

04/21/2022

COVID, climate change, Ukraine: three ways businesses can adapt their models to working in an age of crises.

It’s been a tough few years for people who own or manage a business. Lockdowns shut down whole industrial sectors worldwide, turning profitable businesses into loss-making ones, while a lot of smaller businesses went under.

Many companies will now be hoping for a return to some type of normality after COVID. However, there are strong signals that a resumption of how things were isn’t on the cards any time soon. The world appears to have entered into an age of accelerating grand crises.

Even before COVID, the climate crisis was increasingly disrupting the world through extreme weather events. Then, just as some countries had declared their war against COVID to be won, the invasion of Ukraine has not only reshuffled global geopolitics, but also led to a dramatic increase in energy and food prices, having big knock-on effects on a whole host of other sectors.

Read more here: https://simonetfinancial.com/covid-climate-change-ukraine-three-ways-businesses-can-adapt-their-models-to-working-in-an-age-of-crises/

04/11/2022

We are excited to announce that we are currently in the process of launching our new website to help bring improvements to our clients.
Keep an eye on our social media accounts for more information!

04/04/2022

What Happened in Q1 2022?

The S&P 500 Index returned -4.6% during Q1 2022, and the MSCI All Country World Index fell -5.3%. Q1 saw a notable rotation into inflation sensitive assets. The Bloomberg Commodity Index was up 25.6%, the United States Oil Fund LP (USO) increased by 36.4%, and the Energy Select SPDR Fund (XLE) rose 39%.

Longer duration assets such as the growth heavy NASDAQ-100 index fell -8.9% while the iShares 20+ Year Treasury Bond ETF (TLT) declined 10.6%. The bond market fell as interest rates rose with the Bloomberg Barclays US Aggregate Bond Index falling 5.9%. The yield on the US 10-year Treasury increased from 1.51% on December 31, 2021, to 2.32% on March 31, 2022, and the iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) was down 8.4%. The iShares MSCI Brazil ETF (EWZ) was up 34.7% and the Brazilian Real was the best performing Emerging Market currency which was up 17.6% versus the US Dollar. The VIX index rose 19.4% in Q1 amidst concerns of higher inflation, tighter monetary policy, and the Russia-Ukraine conflict.
Read more here. https://simonetfinancial.com/what-happened-in-q1-2022/