Posts by Rob Stoll, CFP®, CFA, Financial Advisor & Chief Investment Officer
2021 Investment Returns Review
How did different types of investments perform in 2021, and what’s ahead of 2022? In this month’s newsletter we review the investment returns for 2022 and provide some thoughts on what may or may not work in 2022.
Read MoreHawkish Turn by the Federal Reserve
The Federal Reserve made a hawkish turn this week in the direction of attacking inflation. Here’s our take on what that means for stock investors.
Read MoreTesting Our Thesis: Will Higher Inflation Eventually Hurt Stock Prices?
Inflation is here. But the big question on everyone’s mind is, “Will Higher Inflation Hurt Stock Prices?” Our view remains YES, eventually. But we test that thesis this week and discuss the reasons why inflation will remain sticky.
Read MoreShop Now for Christmas Before It’s Too Late
Christmas 2021 is going to be difficult for shoppers. Prices are up and goods are scarce. Will it get better? In our opinion, no. It’s best to shop now for Christmas before it’s too late!
Read MoreRetirement Saving Strategies for High Income Earners [Video + Free PDF]
One of the most common questions we get from high earning business owners and corporate executives is: how can I be saving more money for retirement? Here are several options to consider, along with a video and free PDF guide.
Read MoreGiving Back: Sustainable Action International
Today I get the privilege to share about Sustainable Action International. This organization has outreach in Haiti. Keep reading to see how they have grown and what the goals are for the future.
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