Chart of the Month – July 2022
Sooner or later, we're likely going to see demand cool off. The big question is how quickly inflation alters consumer spending and how quickly that pulls back inflation.
Sooner or later, we're likely going to see demand cool off. The big question is how quickly inflation alters consumer spending and how quickly that pulls back inflation.
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Following Russia's invasion of Ukraine, gas prices spiked to a nationwide peak of $5.02/gallon on June 13, 2022. Since then, the price of gas has been coming down, but the discussions about it have not slowed at all.
"Why would anyone buy a 5-year bond at 3.5% when you could get a 1-year bond at 4%?"
"Why don't I put all my money in a 4-month T-bill and make 4.9%?"
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
The latest consumer price index report has brought some positive news regarding inflation in the United States. Several factors played a role in the moderation of inflation.
This year’s stock market narrative is a tale of two markets. On one side, a handful of prominent technology companies is flourishing while on the other side, everything else is struggling to keep up. Here we will assess the data.
Fitch, downgraded US government debt from its pristine AAA rating to one notch lower at AA+. The Fitch downgrade serves as a reminder of the necessity of diversification, as no investment is entirely risk-free.
Following Russia's invasion of Ukraine, gas prices spiked to a nationwide peak of $5.02/gallon on June 13, 2022. Since then, the price of gas has been coming down, but the discussions about it have not slowed at all.
The past fifteen years have been phenomenal for U.S. stocks. They've outperformed international stocks by close to 200%. Unfortunately, no one can predict when international stocks will outperform U.S. stocks, or vice-versa.
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
"Why would anyone buy a 5-year bond at 3.5% when you could get a 1-year bond at 4%?"
"Why don't I put all my money in a 4-month T-bill and make 4.9%?"
In investing, a key consideration is the time horizon. There is a general perception that investing is a risky proposition, but this risk can be mitigated by holding investments for longer periods.
Being informed without getting drawn into every breaking news story that touches the economy, markets, or business. Doing well with money isn't necessarily about what you know but rather, how you behave.
Inflation has been a hot topic in recent years, often misunderstood and heavily debated. Attempting to stay ahead of inflation is one of the biggest reasons to invest over the long term. Let’s break it down and focus on what really matters.
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.
For anyone invested right now, it feels like we’re sinking. But just as boats have lifejackets to keep you afloat, your financial life should have its own lifejackets in place to help keep you from sinking in bear market times like these.
2020 is a year we’ll all remember though in many ways we want to forget it.
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.
Almost everyone has a few of their favorite things. One of my top questions to ask friends and clients is, “What are some of your most treasured memories and keepsakes?”