Investments
May 2025 Market Update: Looking for a Winner
Having just celebrated my 26th year as a financial advisor, I couldn’t help but reflect on just how much life, and the markets, have changed over the past quarter [...]
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April 2025 Market Update: High and Dry
Last night, we hosted our Spring Market Update dinner at Del Frisco’s Steakhouse titled “Winning Strategies to Protect Your Portfolio in Uncertain Times.” To all [...]
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2025 Year Ahead Outlook: Built to Last
We hedge our bets, here at Infinium. A ‘Year Ahead Outlook’ piece published in early February is pushing it a little, don’t you think? We cannot disagree. But, [...]
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How to Access Your IRA Without Penalty Before Age 59 ½
Section 72(t) of the Internal Revenue Code allows individuals to access funds from their retirement accounts before reaching the typical retirement age of 59½ [...]
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Trump Tariffs Explained
President Donald Trump’s approach to tariffs, particularly in his second term, has significantly stirred the global trade environment, with implications that [...]
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Alternatives: Managed Futures for Dummies
Ever since I started in the business, the idea of how to get real diversification has always interested me. Especially today, many markets all seem to move in the [...]
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2024 Year-End Review: The Path is Always Foggy
As we close the books on 2024, it’s time to look back at what the heck just happened! To our chagrin, barring no major moves lower in the next week, the US [...]
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2024 Year in Review: Breaking, Bad Bonds
In 2024, the U.S. bond markets experienced a year of considerable fluctuation, shaped by economic indicators, policy shifts, and geopolitical events. Early in the [...]
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2024 Year in Review: Bitcoin Bonanza
This year, Bitcoin experienced a remarkable year, recently hitting over $107,000, driven by a confluence of market dynamics, regulatory developments, and political [...]
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2024 Year in Review: US Housing Hangover
In 2024, the U.S. residential housing market experienced a period of transition, characterized by a mix of stabilizing factors and ongoing challenges. The year [...]
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Recent posts
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May 2025 Market Update: Looking for a Winner
May 11, 2025 -
Is Social Security Solvent?
April 17, 2025 -
April 2025 Market Update: High and Dry
April 9, 2025 -
2025 Year Ahead Outlook: Built to Last
February 7, 2025 -
How to Access Your IRA Without Penalty Before Age 59 ½
February 7, 2025 -
Trump Tariffs Explained
January 29, 2025
