inflation

2022 Was Tough, Will 2023 Be Better for Investors?

Will 2023 be better for investors? They just suffered one of the worst investment years ever in 2022. There are reasons for hope in certain parts of the stock and bond market. We give our thoughts on the chances of a recession and path of interest rates in this opening post of 2023.

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charitable giving

Thanks-GIVING!

Thanksgiving is a season to be grateful, but we think it’s also the season to GIVE! In this article we discuss types of charitable giving!

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Investing in the 1970s

Inflation and higher interest rates are here. It’s been decades since investors have had to navigate these two headwinds. To invest successfully in the next decade, we think investors need to familiarize themselves with what investing in the 1970s was like. What worked? What didn’t?

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Inflation and Back To School Shopping [Video]

This school year, you might find that inflation and back to school shopping are a package deal. Shop smart this fall with our checklist!

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Will we get relief from inflation

Will We Get Relief From Inflation

Inflation is on fire with prices going up everywhere. Is there any relief from inflation on the horizon? In this month’s newsletter we look ahead to the rest of 2022 and speculate that we may have a brief respite from inflation.

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performance divergences in first quarter 2022

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.

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