Investing

investment themes 2022

Investment Themes to Watch Heading Into 2022

There are major economic shifts underway as we head into 2022, which have big implications for the economy and investors. Read about what the key issues we’re watching and what it might mean for the stock market.

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Investment Returns 2021

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.

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Hawkish 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.

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Will Higher Inflation Hurt Stock Prices

Testing 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.

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Lifestyle Creep

Be Aware of the Lifestyle Creep [Video]

Have you ever found that as you earn more income you spend more?  This is what’s known as the lifestyle creep. This means as your income increases so do your expenses.  So year by year you slowly earn more over time.  Therefore, your expenses go up over time too.  One thing to be thoughtful of…

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