We discuss bright spots in our economy that are driving growth, along with the challenges that are headwinds. Focus for the month for investors – take a balanced approach.
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We discuss the U.S. labor market shortage and significant, longer-term factors: limited international migration, increased number of people retiring early, and mismatches in the labor market. Investors need to watch for continued wage pressure and increased inflation.
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Consumer confidence was down in May, signaling moderate economic growth. What that means for your portfolio.
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As our economy reopens, demand for goods is surging, companies can’t keep up and prices are rising. What’s behind the increase in prices and does this mean inflation is around the corner?
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Will Build America Bonds help rebuild our nation’s crumbling infrastructure? In our latest blog we discuss how BABs were used in the aftermath of the financial crisis and may be a solution for jumpstarting our economy.
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Is student debt forgiveness good for the economy and households? In our latest blog we discuss this debate and the limited impact on most households and the big hit to the Federal budget deficit.
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The Fed and International Monetary Fund (IMF) both recently released statements on the 2021 economy, which provide a dose (excuse the pun) of much-needed good news. In our latest blog we discuss their statements and what they mean for investors. Hint-be prepared for anything.
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The pandemic, market risks and the U.S Capitol riot have made for a hard start to the new year. We discuss events of 2021 and what to be cautious of.
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We explain why bond yields are unlikely to change due to Central Banks’ policies.
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There’s a glimmer of hope for a COVID-19 vaccine. We explain what this means for investors in the short-and long-term.
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Markets can be especially choppy now. What should you do? In our latest blog, we provide perspectives based on past elections and offer guidance.
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Traditional safe haven assets have not sufficiently protected investors. We’ll explain why.
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These last six months have been traumatic for many of us. We look to the past for guidance and provide ways we can trek a new path for positive change, not only in our investing approach but also in our community connections.
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The world is overflowing in uncertainty and it looks like market levels are ignoring many risks. Re-examining your portfolio is critical and I outline five things investors should consider when preparing for the possible wild ride ahead.
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The recent bull market has seen some passive equity investments outperformed actively managed equity funds. Will this be the new normal?
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I wish I could believe we are enjoying a V-shaped recovery. I can think of no better wonderful response to the horrible 23 trading days between February 20th and March 23rd than a "V" to erase that decline. Here is why I think this a dangerous rally.
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Broker dealers fight the adoption of the Fiduciary Standard that RIA’s have been adhering to for decades. A client should ask—why is that?
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The best steps we can take to calm our clients is to acknowledge their concerns, make adjustments to the portfolio - only if necessary, keep communicating, and provide a long-term perspective.
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What do retirement plan consultants bring to the table? Tips on why you need them and what to look for when searching for a great consultant.
Is 2020 the year for you to become an independent advisor? There are a number of benefits for both advisors and their clients to go independent.
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