Posts in the investment strategy category
A New Regime Comes Into Focus
The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming government is not a surprise, and the emphasis is likely to be on deregulation and tax cuts. Read More
Estate Planning
In working with our clients, we find that estate planning is often one of the most rewarding financial tasks to tackle. It’s hard to think about it, but our clients find that going through the process of building a clean, creative plan provides security, peace of mind, and a chance to think through leaving a legacy. Read More
Avoiding the Big Mistake
Market volatility has many investors concerned, no matter where they are on their financial journey. Headlines and statement balances create panic, and often the need to “do something.” The feeling that markets are out of control, so reeling your portfolio back in – or selling it off – are common reactions to help regain a sense of equilibrium. Read More
Higher and Faster: The Fed Turns Up the Heat
With one 25 basis point rate hike in place, the Fed is already indicating that at the May Federal Open Market Committee (FOMC) meeting, the key short-term interest rate will jump substantially. In recent remarks, Federal Reserve Chairman Powell said the Fed would be "moving a little more quickly." The first 50 basis point hike in 22 years is the start of the new timeline for how high rates will likely get and when. Read More
Four Steps to Cope with Market Madness
After hitting one record close after another in 2021, the stock market responded to geopolitical uncertainty, spiking inflation, and the prospect of a much more aggressive Federal Reserve by dropping – a lot. Read More
Five Questions to Ask Before Investing in Crypto
The world of digital assets—cryptocurrencies, NFTs, and decentralized finance—were the hottest topics of 2021. Should you include them in your investment plan? There’s a lot to unpack, so before putting money into digital assets start by asking a few key questions. Read More
It’s Official: Correction is Here
The late September, early October market highs in stocks, may be this year’s all-time high in stock values. This is not due to the US economy doing poorly, or companies reporting dismal results. The stock market is forward looking, and so with rising input, financing and labor costs, along with a slowing down of global trade, European Union troubled with Brexit and Italy, China still on controlled slow down mode, equity investors are having a hard time finding bright spots. One thing is for sure, that the volatility is back and major indexes have touched the correction territory. Read More