Blog

The Federal Reserve FINALLY Raises Rates

Andy Reynolds

Weekly Update

Key Takeaways: Last week, the Federal Reserve raised the Federal Funds Rate by 0.25%. The Federal Reserve is projecting several more rate increases in 2022. The Federal Reserve is confident in a strong US economy and the ability for the economy to withstand higher interest rates.     Last week the Federal Reserve raised interest … Continued

Markets are Digesting a TON of Information

John Boardman

Weekly Update

Over the last few months, market volatility has dramatically increased.  The CBOE Volatility Index or VIX, created by the Chicago Board Options Exchange, is a real-time market index representing the market’s expectations for volatility over the coming 30 days.  The VIX started the year at just over 17 and has already reached over 28 during … Continued

How Much Cash Should I Hold?

Cameron Hamilton

Weekly Update

Key Takeaways Rising inflation increases the opportunity cost of holding cash We believe the benefits of cash outweigh any loss in purchasing power Market drawdowns like today are relatively good times for long-term investment         The question we are getting more than any other these days is, “What should I do with … Continued

Top 10 Personal Finance Best Practices

Ballast

Whitepapers

As more investors seek out and embrace personalized asset management and individualized financial advice, industry tycoons Vanguard and Russell Investments researched the value created by professional advice. Both companies measured the impact on investor returns when partnering with an advisor who provides skilled management and guidance.    Russell Investments identified up to an additional annualized … Continued

Behavioral Finance and Asset Allocation

John Boardman

Atheneum

Summary Points:   We simply have to watch money flow to know how “average investors” behave. Investor emotions typically run opposite to sound decision making. Sound allocation planning can provide other positive impacts on your overall plan.   An emotional investor is very likely to make poor decisions over his or her financial life.  Various … Continued

Behavioral Finance and Asset Allocation

John Boardman

Atheneum

Summary Points:   We simply have to watch money flow to know how “average investors” behave. Investor emotions typically run opposite to sound decision making. Sound allocation planning can provide other positive impacts on your overall plan.   An emotional investor is very likely to make poor decisions over his or her financial life.  Various … Continued

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