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Chart of the Month – Feb 2022
Category: Investing
Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history.
Meta Does Not Equal Value | Financial Perspectives
Category: Investing
The headlines last week included “Faceplant”, and “Metaflop” following Meta’s disappointing earnings and new users numbers. As interesting as the metaverse may be, it turns out investors still want real world results when it comes to their investments.
Is the Stock Market a Glass Half Full?
Category: Investing
The month of January was marked by negative returns for global stock markets. But, as the well-worn phrase, “Is your glass half full or half empty?” implies, our view of, or the way we feel about the state of markets as investors, may be more related to our personal dispositions than what the numbers indicate.
Keep Your Eyes on the Horizon and Wings Level
Category: Investing » Alternative Investments
We often get asked by clients about different ideas they heard from a friend, a new exclusive deal they got invited into, or, most frequently, a specific company or stock that a friend gave them the scoop on. The reality is that a lot of the “great ideas and deals” never amount to any real return, and many end up going to zero.
A Look Under the Hood of a Bond Fund | Financial Perspectives
Category: Investing
A lot of investors may be wondering how rising interest rates might be impacting their investments, so today, we're going to talk about bond funds -- how they operate, some of the details, and see how they're responding to this environment.
The War in Ukraine | Financial Perspectives
Category: Investing
There’s likely no more important news in the world right now than what is happening in Ukraine as Russia invades their smaller neighbor. Economic impacts are being felt across the globe and there is certainly a humanitarian crisis developing in Europe. Let’s take a look at the impact the Ukraine/Russia crisis has on the US and global economy.
Chart of the Month – Mar 2022
Category: Investing
Are you feeling the pain at the pump? What is driving oil prices higher?
Spring Clean Your Financial Plan
Category: Investing » Asset Allocation
You can’t have spring without spring cleaning. As you tackle your home, yard, and other spaces this year, your financial plan might also need to be spruced up. Here are a few tips to clean up your financial plan this spring.
Inflation – How High & How Long? | Financial Perspectives
Category: Investing
While the war in Ukraine is in day 25, leaders around the world are looking to not only stem that two-nation conflict, but also to tame the higher-than-expected global inflation which threatens to slow or derail the post-pandemic economic recovery that had been underway.