news & insights

May 21, 2024 | Market Updates

April 2024

Equities endured, the 30 year mortgage rate surpassed 7%, and yields on long-term Treasury bonds rose significantly...

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Apr 11, 2024 | Newsletters

2024 1st Quarter

Stocks were stellar and bonds were a bummer. In other news... we would like to introduce a new teammate!

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Apr 4, 2024 | Market Updates

March 2024

Equities continued their rally, existing home sales leaped 9.5% higher, and Treasury yield activity was muted...

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Mar 4, 2024 | Market Updates

February 2024

Equities rallied across the board, core inflation has gradually decelerated, and Treasury yields rose across the board...

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Feb 2, 2024 | Market Updates

January 2024

Stocks posted modest gains, the economy added 353,000 jobs, and Treasuries had an uneventful start...

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Jan 19, 2024 | Newsletters

2023 4th Quarter

Another year in the history books...

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Jan 3, 2024 | Market Updates

December 2023

Stocks rallied into the end of the year, mortgage rates retreated lower, and Treasury yields fell further...

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Dec 4, 2023 | Market Updates

November 2023

Stocks recorded bullish, existing home sales declined for 5th straight month, and treasury yields tumbled...

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Nov 2, 2023 | Market Updates

October 2023

Stocks declined for a 3rd straight month, mortgage rates continued higher and the yield curve trended toward normalcy...

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Oct 11, 2023 | Newsletters

2023 3rd Quarter

A look at the Economy in the third quarter...

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Oct 3, 2023 | Market Updates

September 2023

stocks continued to decline, Regular gas topped $4 per gallon, and yields on longer-term treasuries increased...

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Sep 5, 2023 | Market Updates

August 2023

Stocks took a breather, unemployment rose by three tenths to 3.8%, and US Treasury yields were largely flat...

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Aug 2, 2023 | Market Updates

July 2023

Stocks continued their steady climb higher, inflation came in below 3% for the first time in two years, and short and long-term US Treasury yields shot higher...

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Jul 7, 2023 | Newsletters

2023 2nd Quarter

The second quarter of 2023 was great for stock markets but disappointing for fixed income..

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Jul 5, 2023 | Market Updates

June 2023

Stocks were decidedly positive, inflation reading was 4.05%, and Medium-Term US Treasury yields rose...

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Jun 2, 2023 | Market Updates

May 2023

The mixed month for stocks saw unemployment increase to 3.7%, and a sharp spike in US treasury yields...

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May 2, 2023 | Market Updates

April 2023

April was another positive month for stocks, signs pointed to tamer inflation, and US Treasury yields broke above 5%

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Apr 4, 2023 | Market Updates

March 2023

Stocks posted a positive March, US Existing Home Sales ended a year-long streak of monthly declines, and US Treasury yields retraced...

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Mar 2, 2023 | Market Updates

February 2023

Stocks took a breather, US unemployment fell, Treasury yields eclipsed 5% for the first time since July 2007...

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Feb 2, 2023 | Market Updates

January 2023

Stocks started the year off strong, inflation slowed for the sixth straight month, and yields on longer-term treasuries fell.

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Jan 30, 2023 | Newsletters

CPWA Q1 2023 Portfolio Changes

Change notes from the portfolio management team...

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Jan 18, 2023 | Newsletters

2023 1st Quarter

A look back on a historical year...

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Jan 4, 2023 | Market Updates

December 2022

Stocks were mostly negative, inflation cooled for the fifth straight month, and MoM Treasury yields rose across the board.

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Dec 2, 2022 | Market Updates

November 2022

Stocks rebounded further, US existing home sales declined, and the inverted yield curve twisted further.

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Nov 2, 2022 | Market Updates

October 2022

Stocks posted strong gains, mortgage rates surged, and the yield curve further solidified its inverted state.

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Oct 4, 2022 | Market Updates

September 2022

School was back in session, but stocks got sent straight to detention, oil accelerated its retreat from prices above $100 per barrel, and the inverted yield curve remained firmly inverted.

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Sep 23, 2022 | Market Updates

CPWA Market Update 9/23/2022

The Federal Reserve Open Market Committee (FOMC, or "Fed") raised its policy rate this week. The widely-anticipated rate hike...

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Sep 2, 2022 | Market Updates

August 2022

The "summer rally" fizzled out in August, further signs of decay emerged in the housing market, and the 1-Year T-Bill sported the second-highest rate amount US Treasuries.

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Aug 2, 2022 | Market Updates

July 2022

July was a welcomed reprieve for US equity investors, Inflation surpassed the 9% mark for the first time since 1981, and the US treasury yield curve inverted across multiple spreads.

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Jul 8, 2022 | Newsletters

2022 2nd Quarter

The first half of 2022 brought a market downturn we haven't experienced since March 2020...

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Jul 5, 2022 | Market Updates

June 2022

It was a rough month for equities, inflation data was mixed, and short-term interest rates shot up.

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Jun 2, 2022 | Market Updates

May 2022

US equities ended May about flat, believe it or not, the inflation rate declined, and short and long-term interest rates increased significantly.

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May 6, 2022 | Market Updates

CPWA Market Update 5/6/2022

Market volatility through history, a look at the pandemic and 2021, and the Consumer Sentiment Index

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May 3, 2022 | Market Updates

April 2022

Equities returned to their losing ways, oil slipped below $100 for the first time in weeks, and the 20-Year Treasury Rate topped 3% for the first time since March 2019.

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Apr 11, 2022 | Newsletters

2022 1st Quarter

Q1 2022 recap, new team member introduction, and personal updates from the team

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Apr 4, 2022 | Market Updates

March 2022

Equities posted their first winning month of 2022, treasury yields continued roaring higher, and suprise, surprise, Inflation rose again.

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Mar 2, 2022 | Market Updates

February 2022

Equities continued to slide lower, Treasury rates got a big boost in February, and inflation climbed for the fifth straight month.

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Feb 24, 2022 | Market Updates

CPWA Market update 2/24/2022

A brief check-in with recent market and worldwide activity

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Feb 3, 2022 | Market Updates

January 2022

Equities were off to a rough start in 2022, US treasury rates got a lift in January, and we saw the unemployment rate fall below 4%.

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Oct 1, 2021 | Newsletters

2021 3rd Quarter

Cerro Paciic Wealth advisors celebrates our one-year anniversary and we cannot overstate our gratitude for you.

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Apr 1, 2021 | Newsletters

2021 1st Quarter

Welcome to the first edition of quarterly news from Cerro Pacific Wealth Advisors

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Oct 16, 2020 | Press

Trio of Veteran Financial Professionals Launch Cerro Pacific Wealth Advisors

Founding partners Daniel K. Speirs, Lyle L. Meek and Jennifer L. Chesini announced the launch of Cerro Pacific Wealth Advisors, a San Luis Obispo-based, multi-generational wealth management firm. Overseeing $450 million in client assets, the firm focuses on long-term, liquid asset investment.

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