May
19
2022
Studies have shown that it is highly unlikely investors will be able to exploit market inefficiencies after accounting for the expenses of the effort. If the majority of investors understood the true benefits of a buy-and-hold strategy, some of...
May
05
2022
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...
Apr
12
2022
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...
Apr
05
2022
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...
Mar
18
2022
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...
Mar
03
2022
To all clients:
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...
Feb
03
2022
Please don't miss out on the opportunity to maximize your IRA contribution for the 2021 tax year. If you have already funded your IRA for 2021, please disregard this message.
Funding your IRA prior to April 15, 2022 may help...
Dec
22
2021
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...
Dec
09
2021
"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....
Nov
23
2021
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....
