All posts by: Rob Challenger

by in Quarterly Client Letters, Uncategorized

Quarterly Client Letter for Q3 2022

Well, it’s official. Third quarter has ended in bear market territory across multiple markets. To place that news in meaningful context, we pose two questions: In better times, had you boldly “pre-decided” what you would and would not do during the next bear market? “Great investment experiences treat most portfolio decisions as non-decisions. They’ve been […]

by in Moneytalk Blog, Uncategorized

Investing in I Bonds: Making Lemonade Out of Inflationary Lemons

Is rising inflation souring your financial plans? As we covered in our report, “Interest Rates, Inflation, and Investment Strategy,” protecting the bulk of your wealth is mostly about building and maintaining a well-structured investment portfolio with a few anti-inflation elements. Outside of your core portfolio, there is also a potentially sweet deal for turning some […]

by in Moneytalk Blog, Uncategorized

Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation

Has rising inflation got you down? In our last piece, “Understanding Interest Rates” we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation to the conversation. How Do We Measure Inflation? Inflation is the rate at which money loses its purchasing power over time. As you might guess, […]

by in Moneytalk Blog, Uncategorized

Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates

At its March 15–16 Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, but it wasn’t a huge surprise. Fed Chair Jerome Powell had already said we should expect as much, with the potential for additional […]

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