Helping pave the way towards financial freedom
Is rising inflation souring your financial plans? We often talk about building wealth with a well-structured investment portfolio, and this should include a few anti-inflation elements. And since we’re seeing and hearing all the hype about INFLATION, why not consider a potentially sweet deal for turning some of inflation’s lemons into lemonade. We’re talking about…
The yield curve is flattening (or growing steeper)! … Yield curve spreads are widening (or narrowing)! … The yield curve has inverted (or normalized)! Headline-grabbing yield curve commentary somehow sounds important, doesn’t it? Specifically, the media has recently talked about an INVERTED yield curve. But what is a yield curve to begin with, and what…
Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid the motion sickness. If you already have a well-structured, globally diversified portfolio tailored for your goals and risk tolerances, our answer remains the same as ever: Your…
“The American marketplace is an economic jungle. As in all jungles, you easily can be destroyed if you don’t know the rules of survival. … But you also can come through in fine shape and you can even flourish in the jungle—if you learn the rules, adapt them for your own use, and heed them.”…
I hope everyone is having a great summer thus far. And I say this when a lot is going on in the world right now. We are living in interesting times and I try to stay connected with friends and family to what’s going on in their lives (if you are one of them and…
Losing a friend or family member is tragic. No one looks forward to it, but it happens. And if you get a notification that you have just inherited an IRA – you’ll need to know what your options are. So what are they? Rules have changed regarding inherited IRAs. And for some reason, I’ve seen…
Summer is here. And for the first time in a long time, travel is becoming a real possibility. I just traveled with the family and felt compelled to come up with some talking points. The pandemic hasn’t disappeared but we’re turning a corner. More people are getting vaccinated against COVID-19 every day, and even more…
Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest – inflation. In fact, a recent study found that people are Googling the word “inflation” at a rapid rate, with a peak not seen since 2008….
Will we see higher taxes – as soon as 2022? More spending = higher taxes, right? That seems likely with a $2 trillion American Jobs Plan (that could eventually cost trillions more) on the table to bolster America’s crumbling infrastructure and invest in R&D. What could those tax hikes look like? Let’s consider the possibilities….
A question I got recently: “Why has GameStop, a company that sells video games and posted three straight years of losses, getting so much media attention these days?” Here’s a quick guide to the market frenzy you’re seeing in the headlines. (Disclaimer, it’s a little complicated.) What is GameStop and why does everyone care? GameStop…