inflation

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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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.

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Is the 60/40 Portfolio Dead

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.

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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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