Markets
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 [...]
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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 [...]
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Market Update: The Great Unwinding Road Ahead
There is a natural order to the world around us, and to the financial markets as it turns out. In both cases, if you mess with it too much, you can get a lot of [...]
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4/22 – MONTHLY COMMENTARY | Say Goodbye to the Good Ol’ Days
My, how the world has changed in two short years. Back when the COVID-19 Crisis was in full swing, the stock market had just witnessed one of the most dramatic [...]
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How Many Retirement Accounts Do You Have?
Did you know that most people have several retirement accounts that they are unaware of? Many professionals retire without their full savings amount because these [...]
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The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 1/2}
The US Federal Reserve and Interest Rates: Saving the American Economy Since 1913 The Federal Reserve has dug the American economy out of some of the greatest ruts [...]
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The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 2/2}
1. Market Perception Investors are always looking at the Fed for guidance when making investment decisions. This places such an influence over crucial members of [...]
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Adios 2021: The Year That Was
When you really step back and think about it, should we have expected anything different from 2021 than more unpredictability? Clearly, the answer is no. Although [...]
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The Market Doesn’t Always Bounce Back Quickly
When I started my career as a financial advisor back in the fall of 1999, little did I know that I was entering the business at the worst bear market since the [...]
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Market Observations: Inflation at the Gate
Over the past month or so, it seems every client we’ve spoken with asks about inflation and what are we doing about it in the portfolios. The jury is still [...]
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Recent posts
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1970s Inflation: Why Inflation Today is Nothing Like the 1970s
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Sunny, Summer Days
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Mega-Backdoor Roth IRA: A Comprehensive Guide to How it Works
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Market Update: The Great Unwinding Road Ahead
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