Winter is Coming: Signs of an Impending Recession
“Winter is coming.” ─ Ned Stark, “Game of Thrones” In the investment world, “winter” can be viewed as a synonym to recession, and, technically, winter is always coming at an uncertain point in the future. However, a number of recent economic signals highlight...
Long-Term Care Insurance: Pitfalls and Advantages
The cost of long-term care has risen materially over the past few decades, creating financial hardship for millions of aging Americans and their families. As the cost of care continues to increase, so too does the need for a sound strategy for managing these...
Flight to Money Funds Is Adding to the Strains on Small Banks
“The bottom line is, deposits were really taken for granted for a very, very long time because of the zero interest rate environment, and now that’s completely changed.” Joseph Plevelich, our senior research analyst is interviewed by Bloomberg regarding the current...
What We Believe You Should Look for in a Wealth Management Firm
Financial advisors can plan every aspect of your economic life. Here’s what we believe high-net-worth investors should consider when choosing wealth management firms. Financial advisors do more than just invest your money. Their counsel — in theory —...
Is it Time to Rethink your Investment Strategy
Most people invested in the markets experienced the pain of bad returns, with the average 60/40 portfolio declining by 17% in 2022. If 2022 were any other year, it would be easy to chalk this up to market volatility, but in our view investors are likely not yet out of...
The Vital Importance of IRAs
We have published this Navigator at this same time each of the past several years in order to highlight the importance of IRAs and to encourage our clients to make their annual IRA contributions prior to the tax filing deadline. Given the vital nature of this...
Should I Invest in Real Estate
With rising borrowing costs and low supply, investing in real estate during inflation can be a challenge. Investing in real estate can be a great way to build wealth, but real estate can also be a great way to destroy wealth if too much leverage is used. With the...
Should I Change My Investment Strategy Now and Invest in Gold?
Gold is a safe haven in times of economic turmoil and uncertainty. Gold is a hard asset and a hard currency, and its price has historically been uncorrelated with the stock market, making it an advantageous investment during market volatility. And although the...
