We've been saying that Cash isn't King – historically it is the worst performing asset class. It may feel safe, but it does not have the ability to keep up with inflation. Your excess cash could be working harder for you by investing instead of … [Read more...]
Market volatility feeling scary?
Markets don't like surprises. Volatility is a normal part of investing. It may feel scary, but it shouldn’t be surprising. Have a plan to ride out volatile periods. We maintain a cash reserve for known cash needs over the next 12-18 … [Read more...]
What is a Bear Market exactly?
Have you ever wondered what the Bear v. Bull analogy actually means?? Economists normally define a Bear Market as a 20% decline from a previous high over a sustained period of time. You may be hearing this term used more lately. However, … [Read more...]
Negative GDP – not too concerning
The GDP data released this week showed that during the first quarter of the year, the economy was growing, or really contracting, at a pace of -1.4%. This number measures total output of Q122 compared to total output in Q421. On an annual basis, … [Read more...]
Investment Summary – Ending 3/31/2022
Asset Class Performance and Economic Overview https://youtu.be/bl6xRwThiwo To view in full-screen mode, click the Full Screen option at the bottom right of the video window. Labor Market https://youtu.be/6OASM-IQ5D0 To view in full-screen … [Read more...]
Inflation & military conflict … to worry or not to worry?
As the volatility of 2022 continues with last week's Russian invasion of Ukraine, many of you might be worrying about the plans you have diligently made and wondering what these new developments mean for your savings. Russian Conflict Some … [Read more...]
Investment Summary – Ending 12/31/2021
Asset Class & Economic Overview https://youtu.be/J-7nQvTT8yE To view in full-screen mode, click the Full Screen option at the bottom right of the video window. Labor Market https://youtu.be/p_wS74PNd_8 To view in full-screen mode, click … [Read more...]
Investment Summary – Ending 9/30/2021
Asset Class Performance & Economic Review https://youtu.be/Snd6LGLk7kk To view in full-screen mode, click the Full Screen option at the bottom right of the video window. Equity Update https://youtu.be/Fsgb5qvQKEQ To view in full-screen mode, … [Read more...]
Investment Summary – Ending 6/30/2021
Economic Review & Asset Class Performance https://youtu.be/1P_weotk-Mw To view in full-screen mode, click the Full Screen option at the bottom right of the video window. Equity Market Update https://youtu.be/XC0jpr3FudE To view in full-screen … [Read more...]
Investment Summary – Ending 3/31/2021
Economic & Market Update https://youtu.be/1Hh3re2jPE4 To view in full-screen mode, click the Full Screen option at the bottom right of the video window. Equity Overview https://youtu.be/jvPfoomdZ_E To view in full-screen mode, click the Full … [Read more...]
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