Bear markets occur more frequently than many investors recognize, and last week the US stock market entered correction territory. Normally, stock market risk is offset by bond diversification. But this time, bonds have not offered much of a haven, and interest rates have been on a tear since the Iran war. The traditional 60/40 stock-bond portfolio is down over 6% in the past month, and suffering losses on both simultaneously is extremely rare.
Dislocations like these cause our team to become more conservative, with a substantial allocation to cash. We are restructuring both stock and bond portfolios for clients and will use extremes to find opportunities. Watch oil prices and interest rates for signs of stability. Once those settle, equity markets will follow.
Warren Capital Group’s foundational planning software allows you to access your online financial information in one place so you can easily monitor your portfolio, including investment, retirement, and credit card accounts.
There are multiple aspects to managing wealth and they require a consistent, disciplined approach. Our wealth management practice has discipline at its core and is designed to help our clients grow and protect their net worth.
Give your employees a benefit plan that will allow them to begin saving for retirement. We sit down with each company and assess the benefits of each type of plan for both the company and their employees. Employees will also have access to our foundational planning software.
For any inquiries, questions or commendations, please call: 854-246-8881 or fill out the following form
© 2026 Warren Capital Group. All Rights Reserved.
