How Will A Bear Market Affect Your Plan?
In this week’s edition of the Ballast Atheneum, I am going to explore a subject no one wants to see but we all must prepare for; Will my portfolio survive a bear market? Fortunately, we can use some of our technology tools, specifically, Monte Carlo analysis to determine how prepared a client is for a […]
The Housing Market is on Fire!
Key Takeaways: Housing inventory has declined by 52% from last year and is 15.6% more expensive. Millennials are finally participating in home purchases in a more prevalent way. Low inventory and increased construction costs have made home purchase decisions difficult for buyers. To put it bluntly, the housing market is on fire! Over the past […]
Thoughts on NFTs
We believe it is our responsibility to give our thoughts on current investment trends, even if it involves an asset that we do not currently invest in for our clients. Of all the “assets” we have detailed in previous commentaries, none are as esoteric as NFTs, or Non-fungible Tokens. I use quotation marks around the […]
