Markets
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 [...]
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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 [...]
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(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 [...]
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Secure 2.0 Act: 4 Big Changes to Your Retirement Savings
In the final days of 2022, Congress passed the Secure 2.0 Act which made fundamental changes to American savings for spending money in retirement. The reasons for [...]
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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 [...]
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Should I Add Managed Futures to My Portfolio?
When you’re planning your investment strategies for 2023 and beyond, you might as well look into a crystal ball as try to interpret analysts and [...]
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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 [...]
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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 this update. In both cases, if you mess with it too much, you can [...]
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