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 wi...
After taking a closer look at interest rates in part 1 and inflation in part 2, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? Big picture, we are continuing to deploy the same c...
And just like that, two years have passed since spring 2020. Two years since none of us had a clue how long COVID would linger … or how quickly today would arrive. Time can confound us that way, magically managing to crawl and fly at the same time. C...
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? Inflatio...
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 h...
Have you been reading the daily headlines—watching markets stall, recover, and dip once again? If so, you may be wondering whether there’s anything you can do to avoid motion sickness. If you already have a well-structured, globally diversified portf...
Today, in a whole new year, let’s talk about parts versus wholes. The theme is hardly new, but it bears repeating, lest we forget how essential they both are—to each other, to us, and to our financial well-being. There’s never a lack of noise coming...
Have you ever noticed, when people speak about meaning or direction, they usually talk about finding it, discovering it, or adding it to their life? What if that’s not how it works? Rather than casting about for meaning, maybe it’s already there, hap...
Believe it or not, another year has rounded third base and is dashing toward home plate. That said, there’s still time to make a few good plays in 2021 while positioning yourself to score more in the year ahead. Here are six financial best practices...