|
March 14, 2022
In a span of just twenty-four months, we have experienced two different shocks to our economy, pocketbooks, and portfolios. First came COVID-19 with its global economic shutdown, financial hardships, and loss of life. Then, just as things were beginning to normalize, Russia invaded Ukraine. As...
|
January 25, 2022
After three consecutive years of above-average gains, equities are now in the midst of a pullback that has many investors wondering what their appropriate response should be. It is important to know that such declines are (1) temporary interruptions in the long-term wealth creation engine known as...
|
January 4, 2022
2021 ended with the Federal Reserve caught between countervailing forces of the Omicron COVID-19 variant which threatens another economic slowdown, and inflation, now running at the highest levels in four decades. The Fed maintained its ultra-accommodative policies for so long that inflation...
|
December 7, 2021
The Federal Reserve has employed a pedal to the metal monetary strategy in response to the COVID pandemic consistent with its unprecedented statement in March 2020 that it would do “whatever is necessary” to keep credit flowing through the U.S. and global financial systems. Whatever is necessary...
|
November 30, 2021
For investors whose income exceeds the Roth IRA eligibility threshold there are a few popular strategies to get money into these accounts that grow tax-free (as opposed to tax-deferred). Unfortunately, the time may be drawing nigh to continue those strategies.
First, if your employer sponsors...
|
October 4, 2021
Momentum slowed in the third quarter as unease over the new highly contagious COVID-19 Delta variant and other worries dampened investor enthusiasm. The list of additional concerns included higher inflation, rising interest rates, lofty equity valuations, supply-chain bottlenecks, Federal Reserve...