Interest Rates & Inflation

Over the past decade, the Federal Reserve has been pushing for modestly higher interest rates and inflation.  To anyone following the markets or economic news, this statement is nothing new to hear.  However, with higher inflation starting to build momentum, an economy that is beginning to stand on its own, and the potential of a US government […]

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 […]