Saffron Capital, LLC

02/01/2026

January 2026 Market Recap:

Review of January 2026 market returns and YTD performance. The scope of the benchmark report covers all major asset classes.

10/02/2025

September returns mark six straight month of consecutive stock market gains. September 2025 was also the best September for equity returns in 15 years. It was a stellar third quarter, thanks to a Fed policy shift, strong earnings upgrades, and robust consumer spending. The S&P 500 was up 3.5% last month despite ongoing trade negotiations, increased inflation, and a labor market slowdown. Meanwhile, the US Aggregate Bond index (+1.13%) made steady progress last month, resulting in solid performance year-to-date (+6.19%). Precious metals where the top performing asset group, notably platinum (+16.0%), which continues to be used as stores of value and a hedge against trade or financial market uncertainty.

The following analysis reviews September returns by asset group. The visual summary aims to help investors to benchmark portfolio returns and to see emerging trends in asset allocations across markets.

Review of September 2025 market returns and YTD performance. The scope of the benchmark report covers all major asset classes.

08/07/2025

Tactical asset allocations and risk-managed portfolios

08/06/2025

https://saffroncapital.com/2025/08/positioning-for-fed-rate-cuts-tactical-allocations/

Tactical Positions for Fed Rate Cuts Introduction Signs of economic slowing and a softer labor market are starting to shift the market yield outlook after a prolonged period of high interest rates. Falling rates tend to favor growth stocks, bonds, gold, real estate, and infrastructure development pr...

01/20/2025

This MLK Day, let's take a moment to reflect on Dr. Martin Luther King Jr.'s extraordinary life and the milestones of his legacy:

🟣 1944 — At just 15 years old, King enrolled at Morehouse College, graduating with a degree in sociology.
🟡 1955 — King earned his Ph.D. in Systematic Theology from Boston University, solidifying his role as a spiritual and intellectual leader.
🟣 1963 — King delivered a famous speech (later known as the "I Have a Dream" speech) at the Lincoln Memorial, calling for justice and equality.
🟡 2004 — Both King and Coretta Scott King were posthumously awarded the Congressional Gold Medal for their relentless efforts in advancing civil rights.
🟣 2011 — King became the first non-president to be honored with a memorial on the National Mall in Washington, D.C., a proposal first made in 1968.

Let's continue to honor King’s activism and lifelong commitment to civil rights today and every day.

Please note that we are closed in observance of MLK Day. We'll resume regular business hours on Tuesday, January 21.

01/08/2025

As we enter 2025, it’s important to take proactive steps toward securing your financial future. In recognition of Financial Wellness Month, we’ve outlined several key updates and strategies that could significantly impact your financial health this year. Read on for more!

Want to chat about your financial strategy for 2025? We’re here to help.

12/30/2024

As we welcome 2025, I wish to extend my heartfelt gratitude for your continued trust and support. It's because of our amazing clients that we can serve our community year after year.

Please note that our office will be closed on Wednesday, January 1st, in observance of the New Year holiday. We will resume regular business hours on Thursday, January 2nd. If you need anything during this time, please reach out and we'll get back to you as soon as possible.

Wishing you a Happy New Year! 🎉

12/20/2024

With the arrival of the holidays, we want to extend our warmest wishes to you and your loved ones. May your time be filled with joy, rest, and cherished moments.

Please note that our office will be closed on December 24th and 25th so that our team can enjoy the holiday season with their families. We'll be back to our regular hours on December 26th.

Thank you for your continued trust and support. If you need anything during this time, reach out, and we'll get back to you as soon as possible.

Happy and peaceful holidays to all! 🎄

12/04/2024

November returns by asset group, sector and industry. The aim of the visual summary is to help investors identify new opportunities and to benchmark their own portfolio returns.

https://saffroncapital.com/2024/12/november-2024-returns-and-asset-performance/

11/20/2024

From our families to yours, I extend my warmest wishes for a wonderful Thanksgiving filled with great food, good company, and plenty of joy.

Our office will be closed on Thursday, November 28, and Friday, November 29, but we'll be back and ready to serve you on Monday, December 2.

Enjoy the holiday!

10/11/2024

📊 Did you know? The top 10% of US workers earn nearly 40% of all earnings, far exceeding their representation in the workforce. The disparity grows even more pronounced higher up the income ladder. But it is the big savers - not the big spenders - that finish with the best nest egg to weather retirement highs and lows. saffroncapital.com

Source: Minneapolis Fed

09/24/2024

📈 The current stage of the business cycle favors interest rate sensitive sectors. Many large cap REITs fit the bill and are up 12-25% YTD, while solidly beating the S&P500 in September with returns of 3-4%! 📊 Check out the following chart comparing large cap REITs by market cap and credit rating. Consult an investment advisor before investing in REITS or feel free to contact me if you have more questions.

&P500