Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of Lifespan: Why We Age—And Why We Don’t Have To—even proffer that “there is no biological limit, no law that says we must die at a certain age.” That tremendously exciting […]
Here are the headlines from the latest inflation report. The attachment from Brian Westbury covers the issue in greater detail. Here is what I would want to know if I was you… When you hear people say, “Ya, but gasoline prices have retreated and they are not included so inflation numbers are actually much better.” […]
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 valuations on the S&P 500, even after a decline of 14% from its high. it seems to us far from a foregone conclusion that a recession is impending. The current […]
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 stand—or could stand—in your way. Why? Success—in investing, in business, in life—rarely happens by accident. When you’re clear-eyed about where you want to go and what could get in your […]
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 […]