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Chart of the Month – May 2022

Category: Investing » Costs
By Ryan Lamoureux
05/05/2022

Since the beginning of 2020, checkable deposits have quadrupled, giving consumers the ability to continue spending and withstand increased prices. What does this mean for inflation and prices in the future? 

Barbell Portfolios Can Be Hard To Hold On To

Category: Investing » Fixed Income / Bonds
By Marcus Iwig
11/03/2021

Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.

Barbell Portfolios Can Be Hard To Hold On To

Category: Investing » Fixed Income / Bonds
By Marcus Iwig
11/03/2021

Barbells work great at the gym because they put weight on a bar in such a way that it’s balanced, leaving room in the middle for someone to use it to workout. We often see portfolios that are designed like a barbell at the gym: lots of risk in one account and lots of cash or very short-term securities in another. In aggregate, it might produce some balance, but the reality is that it can create some real challenges.