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  • About Us
    • Our Team
      • Brian Arena
      • Tom Byrne
      • Mike Chen
      • Art Ernst
      • Lisa Hoff
      • Greg Huston
      • Jason Rapp
    • Our Commitment to Service
    • Our Commitment to Safety
    • Our Commitment to Community
      • NJ Issues
      • Financial Guidance
    • Contact
  • Investment Management
    • Our Investment Philosophy
    • Portfolio Construction
    • Investment Process
      • Identify Your Goals
      • Determine Asset Allocation
      • Ensure Diversification
      • Select Stocks
      • Select Bonds
      • Monitor
    • Investment Counseling
    • Institutional Strategies
      • Small Cap
      • Large Cap Value
      • Fixed Income
  • Financial Planning
    • Retirement Planning
    • Education Funding
    • Estate Planning
    • Ad Hoc Analysis
  • Retirement Plans
    • 401k Plans
      • 401k Plan Employee Benefits
      • 401k Plan Investments
      • 401k Plan Costs
      • 401k Plan Administration
    • SEP IRAs
    • SIMPLE IRAs

Byrne Asset Management LLC

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Category: Quarterly Reviews

Fed’s Response to Inflation

Posted on July 5, 2023July 10, 2023 by Art Ernst

During the second quarter the broader equity markets continued to appreciate. However, there has been significant dispersion in returns this year. The gains of the S&P 500, which is weighted according to each company’s size, were extremely concentrated, with the largest five

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Volatile First Quarter

Posted on April 10, 2023June 12, 2023 by Art Ernst

After a challenging 2022, the first quarter of 2023 proved to be equally volatile.  The year began with a strong equity rally in January, driven by better-than-expected inflation reports. February witnessed a pullback as declines in inflation moderated. A volatile March, punctuated

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Year End Review / Rebound Ahead?

Posted on January 10, 2023January 17, 2023 by Art Ernst

In terms of the markets and news in general, 2022 was the kind of year one might prefer to forget.  It was a year that experienced the residual impacts of the pandemic, including its associated supply chain disruptions, a Russia-Ukraine war that

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A Pertinent Historical Perspective

Posted on October 15, 2022November 16, 2022 by Art Ernst

The stock market declined for the third consecutive quarter, the first time this has happened since the Great Recession of 2008/2009. Year-to-date through September 30, the Standard & Poor’s 500 was down 24% and the NASDAQ was down 32%. Herein the focus

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Higher Interest Rates = Heightened Awareness of Risk

Posted on July 11, 2022October 19, 2022 by Art Ernst

In terms of the markets, the first two quarters of 2022 were certainly periods one would like to forget. Equity markets recorded their worst first half performance in over 50 years.   The bond market, which usually provides respite during volatile times, also

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Russia Invades Ukraine, Inflation Worsens

Posted on April 28, 2022October 19, 2022 by Art Ernst

We entered 2022 with a focus on impacts from the Covid Omicron Wave, rising inflation and the likely response from the Federal Reserve. In February, Russia invaded Ukraine. The war triggered not only concerns about an escalation of the conflict and potential

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4Q 2021 Perspective

Posted on January 31, 2022October 19, 2022 by Art Ernst

Contrary to a negative picture inferred from recent market volatility, the economy begins the new year in good health after a robust fourth quarter. This strength comes despite conspicuous headwinds such as a new Covid strain, disfunction in Washington, Russian threats, and

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Slow Growth

Posted on October 31, 2021December 20, 2022 by Art Ernst

Briefly put, the economic expansion continues, but at a disappointing rate. Early in the third quarter a resurgence of Covid-19 infections brought on by the delta variant fostered renewed restrictions, delayed openings, and reductions in consumer expenditures. In addition, some of the

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Q3: September Stands Out

Posted on October 9, 2021December 20, 2022 by Tom Byrne

The S&P 500 peaked at a record 4536.95 on September 2. But chaos in Washington and troubles in China have put a cap on stock prices, at least for the moment.  The S&P 500 was barely positive for the quarter but is up

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Pandemic Recovery: Economic Uncertainties

Posted on July 31, 2021October 19, 2022 by Art Ernst

Just over halfway through 2021, it is clear we are witnessing growth and change perhaps most comparable to 1946, just after the end of World War II.  While the massive shifts back then were generally in one direction, from war-time production and

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  • Fed’s Response to Inflation July 5, 2023
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  • Year End Review / Rebound Ahead? January 10, 2023
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