Should I Invest in Bitcoin?

Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.

The Seesaw of Finance

There are parallels between concepts in finance and concepts in physics. Let's take a look.

Chart of the Month – March 2024

Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.

Chart of the Month – Feb 2022

Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history. 

Chart of the Month – Apr 2022

Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.

I Bonds Pay Almost 10%, What’s the Catch?

Investors are always on the lookout, it seems, for new and profitable ways to help make their dollars work for them. One that has come up quite often on our clients’ radars recently is Series I Bonds (or just I Bonds).

Chart of the Month – June 2022

There are nearly two job openings for every unemployed worker with labor statistics showing 11.4 million job openings compared to 5.9 unemployed workers as of April 30, 2022. This mismatch between jobs and workers means that workers have options, including leverage to ask for more pay.

Chart of the Month – July 2023

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.

Chart of the Month – March 2024

Many people are apprehensive about the markets, whether we’re in a bear market or a bull market. The fear of a market correction is always present.

The Seesaw of Finance

There are parallels between concepts in finance and concepts in physics. Let's take a look.

Fitch Downgrade – A Closer Look

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. 

Should I Invest in Bitcoin?

Investing is a deliberate act, guided by the overarching principles of enhancing expected returns or mitigating portfolio risk. Let’s look at Bitcoin to see how cryptocurrency might look like an investment opportunity.

Chart of the Month – Sept 2023

The current state of the housing market has left many puzzled. In a scenario where interest rates are soaring, one would naturally anticipate a decline in housing prices. Surprisingly, this anticipated correction has yet to occur.

Chart of the Month – June 2023

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.

Chart of the Month – Nov 2023

How Do Treasuries Lose Money? US Treasury bonds are generally regarded as safe. Sometimes they’re referred to as “risk-free” assets. This is a bit of a misnomer.

Chart of the Month – Feb 2022

Market declines are never enjoyable in the moment. But these kinds of intra-year pull backs are normal when looking at market history. 

Chart of the Month – Apr 2022

Housing affordability is trending in the wrong direction. Take a look at our chart of the month showing housing affordability over the last 50 years.