Saza Insights

Our quick take on consumer sentiment vs. consumer behavior, and what that might mean for investors.

The first quarter of 2022 will forever be remembered for Russia’s invasion of Ukraine. With stocks and bonds posting negative results, we take a look at what happened and what’s to come for investors.

The Russian invasion of Ukraine posed a negative surprised to what was already a nervous market. In this video, we share our perspective on how investors can assess the new environment and decide on the best course of action for their portfolios.

There's plenty to consider for 2022: stocks at all-time highs, bonds generating negative returns, spiking inflation, a more hawkish Fed, mid-term elections ... What will this year bring for investors? We offer our thoughts in our 2022 Market Outlook. Enjoy!

Private equity and private debt investments have grown dramatically in recent years. Our guest, Jeremy Held, CFA, of Bow River Capital will review of these markets and the opportunities they offer.

As we enter the final quarter of 2021, we take stock in the markets and our portfolios. Enjoy!