Markets Finally Believe Fed is Serious about Inflation

Cameron Hamilton

Weekly Update

The Fed raised rates 0.75% last week, the biggest single move since 1994 Market participants imply that rates will move from 1.75% to 3.56% by year-end Perception of a hawkish Fed may help avoid a wage-price spiral & severe recession   Last week the Federal Reserve raised rates by 0.75% or 75 basis points (bps). … Continued

Counteract Inflation with Your Financial Assets

Frank Yozwiak

Weekly Update

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.   … Continued

Interest Rates & Inflation

Andy Reynolds

Weekly Update

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 … Continued

Inflation Concerns: Are Higher Prices Here to Stay?

Brian Burton

Weekly Update

Higher prices are here – I learned this last month when booking a rental car for our summer vacation, a 6-day rental for which I had typically budgeted $400-$500 was now going to cost over $1,000.  Although an unpleasant surprise, the reasoning is quite simple, the demand for travel has skyrocketed, in conjunction with a … Continued

A History of the Individual Income Tax in America

Frank Yozwiak

Atheneum

Key Takeaways: Individual income taxes are the largest source of revenue for the government The 16th Amendment gave Congress “the power to lay and collect taxes on incomes” History has shown that tax revenues increase when rates are cut     Taxes have been part of our country’s history from the very beginning – No … Continued

(With Perspective) There Is Good in This Selloff

John Boardman

Weekly Update

  Yes, I said it; there are countless reasons to celebrate what we are and have been experiencing in the financial markets.  From a historical perspective, we believe the developments in this environment are constructive to a healthier economic and market environment in the future.  Let me count the ways:   1. The Market is … Continued

Market Volatility & Behavior Finance

Andy Reynolds

Weekly Update

  If you feel like the stock market has been all over the place recently, there is some merit behind the feeling. So far, during 2022 we have experienced 41 days where the S&P 500 has returned greater than a +/- 1% return. This represents approximately half of the trading days of the year so … Continued

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Markets Finally Believe Fed is Serious about Inflation

The Fed raised rates 0.75% last week, the biggest single move since 1994 Market participants imply that rates will move from 1.75% to 3.56% by year-end Perception of a hawkish Fed may help avoid a wage-price spiral & severe recession   Last week the Federal Reserve raised rates by 0.75% or 75 basis points (bps)....

Continued

A History of the Individual Income Tax in America

Key Takeaways: Individual income taxes are the largest source of revenue for the government The 16th Amendment gave Congress “the power to lay and collect taxes on incomes” History has shown that tax revenues increase when rates are cut     Taxes have been part of our country’s history from the very beginning – No...

Continued

The Inverted Yield Curve of April 2022

Frank Yozwiak

Weekly Update

Key Takeaways: The 2-year/10-year yield curve inverted for the first time since 2019. This type of inversion has preceded the last eight recessions. Proper portfolio allocation can help insulate investors from the negative outcomes of recessions.        Three years ago today, on April 4, 2019, I wrote about the Inverted Yield Curve … Continued