Insights
The Fed, Interest Rates, and the Market: A Complex Dance
We always strive to use facts and academics when we set up portfolios and, when we as a financial advisor practice, complete advanced financial plans
Politics and your portfolio (2024)
Over the past few years, we’ve witnessed a notable hike in interest rates, coupled with an uptick in inflation and the cost of living. These
A Sound Approach to Securing Your Financial Future
Investing is a complex and often daunting endeavor. It involves uncertainty, and decisions can have a overwhelming impact on your financial future. In a world
Investments: Diversified through academic research
Our investment philosophy is rooted in rigorous academic research and Nobel Prize-winning insights, particularly the Efficient Market Hypothesis. This hypothesis, championed by renowned economists, including
Manage Risk in Retirement.
To set yourself up for success in retirement, it’s crucial to understand and address some of the major risks to your retirement portfolio. Inflation
Panic; Panic!
Panic; Panic One of the primary challenges that investors face today is the uncertainty and volatility in the financial markets. Although the market initially showed
Annuities
Annuities can be a confusing for the investor and there are lots of different types available and the features and crediting rates within the annuities
Investing decisions
Investing decisions Moving to a sunny climate doesn’t mean you’ll get perfect weather all the time. Similarly, investing in stocks doesn’t guarantee you’ll make
Embrace the risk as inflation and markets move
Embrace the risk as inflation and markets move. There is a lot of talk about the economy and the markets in the news currently
The science and academics behind long term portfolio success
We are going through a time of tremendous uncertainty and the worry that comes alongside it. With war, inflation and post-pandemic issues it is only
Diversification ?
2020 was a challenging year in many ways and as we are coming closer to the end of the year and as we are approaching