FDS Market Commentary
Market Update May 13, 2022 [Video]
This week the market saw very volatile moves. We cover this in today’s video understand what’s happening so you can be confident and stick with your financial plan.
Higher Interest Rates are Coming
The Federal Reserve has made clear that higher interest rates are coming. How can investors and consumers best prepare for this new regime? We take a detailed look at what the Fed just did, how high interest rates might go, and how this impacts the economy.
Incredible Performance Divergences in First Quarter 2022
There have been incredible performance divergences in the first quarter of 2022. Commodities have done great, but stocks and bonds have performed poorly. We review how each asset class has done so far this year and provide our view on how the rest of 2022 may play out.
Investment Impact of Ukraine Invasion
No doubt you’ve been watching the escalating situation with Russia and Ukraine. Here’s two observations for investing in uncertain times.
Is the 60/40 Portfolio Dead?
Is the classic 60/40 portfolio for retirees dead? Many commentators believe so. We’re not convinced the 60/40 portfolio is dead, but discuss why people are saying this and what we recommend to current retirees.
Financial Planning & Investment Newsletter
Second Quarter 2022 Financial Planning & Investment Newsletter | Will We Get Relief From Inflation? | Tax Season Review | and more!