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southeastern soundings

Laura Mattia Mentioned in Southeastern Soundings

Dr. Laura Mattia, CEO of Atlas Fiduciary, was mentioned in Southeastern Soundings for her recent appointment to the Board of Directors of the Community Foundation of Sarasota County.

P946873 ^SPXTR P941846 chart

The Year in Review: 2022

The past year was challenging with high interest rates and inflation, recession fears and a war which set the stage for nervous investors and downward markets. While all the major equity and fixed income asset classes were down, alternative “enhancer” asset classes had mixed results, supporting a well-diversified portfolio. In addition, a tilt towards quality and value further protected portfolios from experiencing the full decline of the markets.

MONEY craffen bonds art

Four Strategies for Using Liquid Alts in Market Downturns

nvestors are shocked that the so-called 60/40 portfolio failed to provide protection from the bear market in stocks this year. Many thought stock and bond prices always move in opposite directions, which was the foundation of their diversification strategy. Today the average 60/40 portfolio is down 18.63% compared with an 18.6% decline in the S&P 500, so this belief was wrong. The combination of rising interest rates and the threat of a recession has hammered both stock and bonds.

Hedge Fund

Alternative Investments and Diversification In a Dynamic Investment Environment

Investors are shocked that the so-called 60/40 portfolio failed to provide protection from the bear market in stocks this year. Many thought stock and bond prices always move in opposite directions, which was the foundation of their diversification strategy.

Inflation and 10 year

Q3:The Status of the Bond Market

This year, interest rates have increased dramatically, leading to significant declines in bond prices. You may be most aware of this if you own a bond mutual fund or ETF.

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Community Foundation of Sarasota County Welcomes Laura Mattia, Ph.D. as New Board Member

The Community Foundation of Sarasota County has appointed a new member to its 2022-2023 Board of Directors, which governs the organization, its charitable investments, and strategic decision-making.

Joining the board for a three-year term is Dr. Laura Mattia, who is currently a member of the Foundation’s Investment Committee. With credentials both in academia and business, Dr. Mattia brings a wealth of expertise to the board.