We live to shake up the industry. Welcome to our blog– here’s what we’re thinking.
Don’t let public perceptions drive your investing because that’s speculating. On May 4th, the Federal Reserve raised interest rates by 50 basis points and scaled back other pandemic-era economic support, as it stepped-up its fight against the highest inflation we’ve seen in 40 years. “Inflation is much…
Traditional investing, frequently coined a “buy and hold” investment strategy, incorporates a mix of assets that create a portfolio of investments. This portfolio of assets generates an expected return given an investors’ risk profile. We refer to this type of investing as Strategic Asset Allocation (SAA). At the core of…
Wall Street has little recent history to go from, but two things are very likely. Starting in late 2021 and throughout all of 2022, Wall Street has debated what markets might do if Russia invades Ukraine. On February 11, Jake Sullivan, the White House national security adviser, warned that Russia…
The S&P 500 rallied 26.9% in 2021, thanks in large part to record earnings revisions, the strongest economic growth in decades, and unprecedented stimulus from the Federal Reserve. Those conditions will almost assuredly not be as market friendly in 2022. Earnings growth should slow to single digits, real GDP could…
The Federal Reserve has had two main objectives since its creation. One includes maintaining full employment in the economy and stable price levels. Another not-so-common job the Fed is tasked with is acting as the lender of last resort. In a nutshell, the Fed stands ready and willing to prevent…
Cryptocurrencies have garnered much attention in the financial world in the past few years as their adoption has increased by investors and institutions. It’s safe to say that cryptocurrencies have reached the mainstream; if you have invested money at some point, you have probably heard of or had a conversation…
The U.S. equity market hit all-time highs during the first quarter and several non-U.S. markets joined the march upwards, including the Canadian and European equity markets. Additionally, the S&P 500 gained 5.8% in Q1 and its trailing 12-month gain was 53.7%, the strongest gain in the post-war period. Alternatively, bonds…
April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing, and maintaining healthy financial habits. Sadly, the money habits of the average American reveal that: • Only about 40% of adults use a budget and track spending; • More than three out…
The current job market landscape is a warning sign of how painful the U.S. economy is for many, as over 745,000 Americans filed first-time unemployment claims at the end of February. But then on March 5th, the February employment report showed the U.S. economy added 379,000 jobs in that month.
When you add it all up, how much money is spent on the Super Bowl? How much do we really consume on Super Bowl Sunday? And how much do we wager? While those are interesting topics to explore as we get ready for Super Bowl LV between the Kansas City…