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 […]
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 […]
Financial Planning for a Special Needs Child
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 […]
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.
Planning for Art Ownership – NFTs
*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 […]
Sticking to Our Targets, For Now
Late last year we shared our stock market forecast for 2022 (thanks again Brian Wesbury), projecting the S&P 500 would rise to 5,250. Since then, […]