When will the Federal Reserve Pivot?
“If you don’t have price stability, the economy is really not going to work the way it’s supposed to.” ─ Federal Reserve Chairman Jerome Powell, June 2022 At the end of May, the year-over-year inflation rate reached 8.6%, its highest level recorded since 1981. Due to...
Investing During Interesting Times
“It’s no wonder that truth is stranger than fiction. Fiction has to make sense.” ─ Mark Twain Usually, when we write our quarterly investor commentary, we perform a deep dive analysis into one particular subject that offers long-term investment relevance for our...
Rebooting Capitalism Podcast – ESG Investing with Matthew Blume
Episode #35 — ESG Investing with Matthew Blume In this episode Matthew gives us the lowdown on ESG investing, ESG rated funds, and the various socially responsible investing options. He touches on which companies face more pressure to be transparent in their ESGs,...
How Investors Can Prepare for the Effects of Inflation
Despite Federal Reserve Chairman Jerome Powell’s recent prediction of a cooling in rising consumer prices early next year, we believe investors should begin preparing for long-term inflation risks. The Federal Reserve has already communicated that it is...
The Vital Importance of IRAs
We have published this Navigator at this same time each of the past three 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 topic, we...
A Primer for Social Security
The purpose of this Navigator is to explain the basics of Social Security benefits, to discuss a few particularly useful saving strategies, and to provide additional resources that may be useful for anyone who is preparing financially for retirement about how to...
2 Investments That Could Be Unreliable During Inflationary Periods
While elevated inflation levels are typically a sign of a healthy economy, they could also signal a need for investors to reassess their portfolios. The relationship between inflation and investment returns varies by asset class, and bonds will generally lose value or...
Considering the Financial Implication of Retiring and Moving to Another State
Ever since the coronavirus pandemic reached the United States, baby boomers have been accelerating their retirement plans, and many Americans have been migrating to new states. For retirees, the non-financial considerations of a move often revolve around weather,...
