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...
After taking a closer look at interest rates and inflation in our last two posts, 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...
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...
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...
Despite our fervent hopes that Ukraine’s sovereign rights would prevail over tyrannical aggression, it’s now clear that Vladimir Putin has doubled down on the latter.
Time will tell how his plans will play out. If there’s one thing we do...
How do you invest your money over the long-term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean?
What Is Evidence-Based Investing?
Evidence-based investors build and manage their portfolio based on...
"Work hard, but play harder,” advises Ted Fischer, of Fischer Investment Strategies in Westlake Village. “Seriously, I believe you need to enjoy what you do in life. If you do, it is no longer work. People are not dumb....
ERecognition for your work should be a celebrated achievement. Especially in a community filled with talented professionals that strive to be the best in their respective fields. When people search for financial advice, they look for a respected firm...
In our last piece, we covered fund management costs. Next, let’s take a step back from the mutual funds, ETFs, or other holdings you decide to invest in. Where do these holdings live—and what does it cost to buy,...
What are your investments really costing you? If you’re not sure, you’re not alone. It’s not like you’re handed a menu of charges to choose from when it’s time to place your order. Even when you know where to...
