Stock Market Bubbles are Inevitable – Are You Prepared for the Next Burst?
In addition to this commentary, we would like to extend an invitation for you to join us on a live video feed where we will discuss the attached article and answer any questions in real-time. Watch the video discussion about this article here. It was our second week of remote work, COVID-19 had just […]
Counteract Inflation with Your Financial Assets
Key Takeaways Inflation in October 2021 was 6.2%, the highest in nearly 30-years. From 1914 to 2021, average inflation in the U.S. has been around 3.2% and the average return of the market (i.e., S&P 500) has been around 10-11%. While not without risks, investing in equities is a tested long-term hedge against inflation. […]
Tax Management in Bull Markets
How do we manage accounts when everything is up? With cooperative markets, many investors have accumulated substantial capital gains in their investment accounts. We analyze the trade-off between ideal allocation & paying tax to achieve it. In general, we advocate paying tax along the way to avoid over-concentration. When I was growing up, my granddad […]
The Economy’s Return to Normal
Key Takeaways: Economic data indicates a return to pre-pandemic levels of activity A tight labor market has contributed to some wage inflation Inflation, wages/jobs, supply chain issues will continue to be areas of interest As kids return to school, summer trips come to an end, and everyone starts to eye the holidays, investors and […]
