It’s extremely common for financial professionals these days to advertise how well they focus on their clients—and with good reason: After all, you’re probably more likely to consider working with people in just about any capacity who say that they will make the experience “all about you.” The good news is that, in our experience, […]
One of the best ways to make smart decisions about your wealth is to work with professionals who are able to connect with you and relate to you. You want to surround yourself with experts who know you well enough to really “get” what you want your money to accomplish and why. In fact, we’ve […]
The Fed’s money creation since 2020 caused a massive supply/demand imbalance, pushing annual CPI inflation from 2.3% as of December 2019 to 8.5% in March 2022. The Fed prioritized restoring employment for too long before turning its attention to inflation. With wages not rising enough to offset inflation, lost income by workers more than offsets […]
There is a lot of media discussion about inflation and how the current Administration is or is not handling things. One critical element that is not disputable is a pandemic induced shutdown is not a normal thing. Neither was a new worlds record for cash in the bank. The cash drove demand for goods and […]
I attended a symposium on Family Office investing this past week. A couple of folks from the Fidelity Digital Assets unit shared many interesting and what I found to be valuable thoughts, and here are a few… Crypto volatility vs. Netflix? Are they really different? Yes, three years ago Bitcoin was around 5000 and now […]
Inflation is a political lightning rod. As a result, there is a good deal of misconception around it. The Consumer Price Index (CPI) is up 7.9% from a year ago and will likely peak in the 8.5 – 9.0% range sometime in the next couple of months, and will be the highest since 1981. Personal […]
Raising children and grandchildren is challenging in the best of circumstances. But when a child has special needs or a disability, the hurdles can look more like mountains and the potholes can feel more like bottomless pits. That’s especially true when it comes to paying for the many expenses that can accompany raising a special […]
Passing on financial values to heirs can be just as important as transferring assets to them.
When I suggested they went boom…prices for intermediate processed goods are up 24.1% versus a year ago while unprocessed goods are up 29.7% versus a year ago.
*The distributed ledger technology of blockchain is most commonly associated with bitcoin and other “cryptos,” but the use of such tech reaches much wider. An example is non-fungible tokens, which are non-interchangeable units of data stored on a blockchain that can be sold and traded. Unlike cryptocurrencies, which are identical units that can be exchanged […]