Insights
Surprise, Surprise: Stocks, Bonds and Gold Rise
Oops, They Did it Again ‘Don’t believe the hype’ is one of the big lessons learned so far in 2023 but Stocks, bonds, and gold have been solid. Recall how [...]
Read more Surprise, Surprise: Stocks, Bonds and Gold Rise
Some Green (Profit) on the Screen
As the first quarter comes to a close, not much has changed in the markets from the past year. The US Federal Reserve is still plowing ahead with a string of [...]
Read more Some Green (Profit) on the Screen
From Windfall to Financial Freedom: Strategies for Managing Your Inheritance
Inheritance 101: How to Manage Your Windfall Inheritance and windfall are two terms that refer to a sudden, unexpected influx of money. An inheritance is a sum of [...]
Read more From Windfall to Financial Freedom: Strategies for Managing Your Inheritance
SEC warn Investors on Self Directed IRA perils
What is a self-directed IRA? Self-directed IRAs offer investors the ability to diversify their investments with a broader portfolio of assets than other types of [...]
Read more SEC warn Investors on Self Directed IRA perils
(Market) Partly Cloudy, but Warmer
Fed be Gone Continuing on with our theme from last month, we see the markets remain on the path to normalizing. I know this might sound like crazy talk, but [...]
Read more (Market) Partly Cloudy, but Warmer
The Endowment Strategy: How to Build an Armor-Plated Portfolio
The year was 1985, and David Swenson of Yale University was about to change the world. The investment community had no idea that a new strategy was under [...]
Read more The Endowment Strategy: How to Build an Armor-Plated Portfolio
The State of Ukraine’s Economy
Clearly, one of the big drivers to world markets in 2022 was the Russian invasion of Ukraine. War is simply politics by force, and many observers of this situation [...]
Read more The State of Ukraine’s Economy
Year Ahead 2023: Eventually the World gets it Right
2022: Year in Review Stamp Seal Maker Crack Now that 2022 is in the history books, we thought it would be worthwhile to pause for a moment and reflect back on the [...]
Read more Year Ahead 2023: Eventually the World gets it Right
1970s Inflation: Why Inflation Today is Nothing Like the 1970s
Inflation remains one of the very hottest topics today in the world of investing. It seems no review we are doing today is without some discussion of inflation and [...]
Read more 1970s Inflation: Why Inflation Today is Nothing Like the 1970s
Sunny, Summer Days
So much the the summer doldrums! 2022 continues to throw us twists-and-turns we haven’t seen in quite awhile. Interestingly, these types of swings in the [...]
Read more Sunny, Summer Days
Recent posts
-
Summer Market Update: Opportunities in the Wild (Market)
June 18, 2025 -
3 Economic Benefits of Hiring a Spouse
June 10, 2025 -
-
Can Trump Really End Taxes on Social Security?
May 24, 2025 -
Is Social Security Solvent?
May 15, 2025 -
May 2025 Market Update: Looking for a Winner
May 11, 2025
