Inflation Surprise, Really?

It’s been a volatile week. For the better part of six months, investors haven’t seen a material pullback like we are seeing right now. Several newsletters ago (available only to clients), I stated “a strong recover is likely, but we can’t rule out a market correction on any potential negative catalysts.” It seems we now […]

5 Real Things + Bonus Offer you can do Right Now to Address the Coronavirus and your Investment Account.

Here’s 5 Real Things + Bonus Offer you can do Right Now to Address the Coronavirus and your Investment Account. As the country continues its best efforts to slow the spread of the coronavirus, it seems that everywhere you turn, you cannot help but run into some article, podcast, Facebook post, television special or Tweet […]

Sailing with the Tides and Winds

Embarking on a financial plan is like sailing around the world. The voyage won’t always go to plan, and there’ll be rough seas. But the odds of reaching your destination increase greatly if you are prepared, flexible, patient, and well-advised. A mistake many inexperienced sailors make is not having a plan at all. They embark […]

Negative Interest Rates

Nominal interest rates are currently below zero in many countries, including Germany, Denmark, Switzerland, Sweden, and Japan. With new acronyms like ZIRP (Zero Interest Rate Policy) and NIRP (Negative Interest Rates Policy), these levels have turned the common belief that zero is the lower bound for such rates on its head. While negative interest rates […]

Should Recent Events Change your Investment Strategy?

Should recent events change your investment strategy? Should anticipated future events change your investment strategy? When news breaks and markets move, content-starved media often invite talking heads to muse on the repercussions. Knowing the difference between this speculative opinion and actual facts can help investors stay disciplined during purported “crises.” At the end of June […]