Education
Understanding Risk-Adjusted Returns
Investments have a trade-off between potential rewards and risks. It’s crucial to assess the risk-reward of an investment to make decisions.
Read MoreInvesting With Style
Style investing aims to identify and invest in specific investment styles that align with an investor’s goals and preferences.
Read MoreA Look at the Rise & Fall of the U.S. Dollar
For decades, the U.S. Dollar (USD) has reigned supreme in global trade and capital flows. However, this dominance is being challenged, as many countries seek alternatives to reduce their reliance on the United States.
Read MoreEverything You Need to Know About the FDIC
Unfortunately, the sudden collapse of several large Regional banks over the last week has that boring old Federal Deposit Insurance Corporation (FDIC) insurance back as a topic of conversation. So, we thought it might be helpful to highlight what the FDIC covers and how much… and maybe most importantly, what it does not cover. The…
Read MoreWhat Can Dow Theory Tell Us About Today’s Market?
Today, I’m going to give you one of the oldest measures of the market and economic health I know… it’s one of the originals, as a matter of fact. Dow Theory is one of the oldest techniques in market analysis and was created by Charles Dow in the 1880s, yet it’s just as relevant today…
Read MoreLet’s Focus On Understanding the Markets Right Now
Is recession around the corner? Will inflation spike as China reopens? Will the Fed stop raising rates in ‘23? We can talk all day about what might happen. And sure, it’s reasonable to say that rising interest rates are not conducive to growth assets or that the longer rates remain high the more damage could…
Read MoreHere is the Key Factor to Successful Diversification
This week, the Commerce Department released a number of data series that were HIGHLY recessionary. Retail Sales clocked in at -1.1% month-over-month, Industrial Production came in at -0.7% month-over-month, and Manufacturing Production registered -1.3% month-over-month. We just saw one of the worst two-month declines in retail sales since the Global Financial Crisis and the covid…
Read MoreThese Tax Code Changes Could Affect Your Retirement Accounts This Year
Today, I’m going to step away from my work focusing on markets and investments to talk to you about something that will likely impact many of you. As a Certified Financial Planner, CFPⓇ I keep my eye on any major developments in the planning world, just in case something comes along that I think you…
Read MoreThere Are Reasons to Be Optimistic About the Market
Last year was a challenging year for the stock market, with all kinds of economic and political uncertainties causing significant volatility. But as we begin this new year, it’s important to keep a long-term perspective and not get swayed by short-term market fluctuations. Technical analysis is a helpful tool in this regard because it allows…
Read MoreLet the Cycles Be Your Guide
Over the centuries, the American economy has gone through repeated up and down cycles. From expansion to contraction and back again. Some of these cycles were muted and went virtually unnoticed, while others have been dramatic and painful – like the Great Depression of the 1930s, the runaway inflation that marked the 70s, and the…
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