news & insights
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...
Read moreFeb 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.
Jan 30, 2023 | Newsletters
CPWA Q1 2023 Portfolio Changes
Change notes from the portfolio management team...
Jan 18, 2023 | Newsletters
2023 1st Quarter
A look back on a historical year...
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.
Dec 2, 2022 | Market Updates
November 2022
Stocks rebounded further, US existing home sales declined, and the inverted yield curve twisted further.
Nov 2, 2022 | Market Updates
October 2022
Stocks posted strong gains, mortgage rates surged, and the yield curve further solidified its inverted state.
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.
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...
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.
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.
Jul 8, 2022 | Newsletters
2022 2nd Quarter
The first half of 2022 brought a market downturn we haven't experienced since March 2020...
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.
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.
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
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.
Apr 11, 2022 | Newsletters
2022 1st Quarter
Q1 2022 recap, new team member introduction, and personal updates from the team
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.
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.
Feb 24, 2022 | Market Updates
CPWA Market update 2/24/2022
A brief check-in with recent market and worldwide activity
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%.
Oct 1, 2021 | Newsletters
2021 3rd Quarter
Cerro Paciic Wealth advisors celebrates our one-year anniversary and we cannot overstate our gratitude for you.
Apr 1, 2021 | Newsletters
2021 1st Quarter
Welcome to the first edition of quarterly news from Cerro Pacific Wealth Advisors
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.
