Personal Consumption Expenditures Price Index (PCE) vs. Consumer Price Index (CPI)

2022 will forever be remembered as the year of inflation. Markets, interest rates, and central bank policies have all been effected. Americans are feeling the pain when purchasing gas or going to the grocery store. Every day there is a new headline, with a new price or inflation record high. Did you know that the Personal Consumption Expenditures Price Index (PCE) vs. Consumer Price Index (CPI)


May market volatility illustrates the ‘tug of war’ market participants are currently experiencing. On one side we have inflation; on the other side we have the risk of recession. Every data point, headline, and forecast is analyzed as economists attempt to project which side will prevail. With all of the volatility some may find it 2022.06

2022 Global Market Outlook


The change was drastic with US Small Value stocks outperforming (24.3%)34 US Large Growth stocks (0.9%)34 in the first quarter of 2021. This was a 180 degree change from 2020 (US Large Growth 38.3% vs US Small Value 2.6%)34. While we do expect more of this trend heading into 2022, we feel Mid and Large 2022 Global Market Outlook

2021 Global Market Outlook

As financial advisors, we researched many opinions. And in 2020 there were many opinions. If an investor wanted to believe a certain theory, that theory was being discussed. Arguments assembled using statistics from historical events or economic theories from yesteryear. We have folders full of research from the most respected economists and spent hours researching 2021 Global Market Outlook