Buy Low – Interesting Data spells out an opportunity for 2022 and beyond
With the S&P 500 flirting with bear market territory, headlines are proclaiming a recession is priced in. But at what probability? If we look to […]
A Wealth Planning Process for Pursuing Success On Purpose
One of the best things you can do when managing wealth is to be extremely clear on what you’re looking to accomplish and what hurdles […]
Finding Advisors Who Are Truly Client-Centric
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 […]
Do You Know Your High-Net-Worth Personality?
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 […]
The Federal Reserve’s Policy Output
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 […]
How About Some Positive News?
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 […]
A Word About Crypto
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 […]
Inflation Insight Q1 2022
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 […]
Transferring Values – Not Just Wealth – to Your Heirs
Passing on financial values to heirs can be just as important as transferring assets to them.
Ooops…the Producer Price Index Just Went Boom!
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.