After taking a closer look at interest rates and inflation, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? Big picture, we … [Read more...]
Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation
Has rising inflation got you down? In our last piece, “Understanding Interest Rates,” we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation to the … [Read more...]
Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates
At its March 15-16, 2022, Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, … [Read more...]
Evidence-Based Investing in Brief
How do you invest your money over the long-term? If you’ve read much of our work, you’ve probably noticed we embrace evidence-based investing. But what does that mean? What is Evidence-Based … [Read more...]
Protecting What’s Yours (After You Pass)
Fact: When you pass, you will leave behind an estate, and somebody will need to settle it. Your estate may be worth a little or a lot, but there’s no escaping death and taxes. So why do so many … [Read more...]
Is Inflation Haunting Your Financial Dreams? Part 2: What We Can Do About It
In our last piece, we covered the recent uptick in inflation, and what to make of it in a historical context. For investors, it’s important to take a step back and look at the big picture before … [Read more...]
Is Inflation Haunting Your Financial Dreams? Part 1: What We Know
Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do … [Read more...]
Estate Planning Tool: What to Consider Before Updating Your Estate Plan
Estate planning can be a little like going to the dentist. You never stop — it's more like hygiene than a project that gets completed. Both are important, but neither are particularly fun. If any of … [Read more...]
Dollar-Cost Averaging vs. Lump Sum: What’s the Best Approach?
You spent the last 20 to 30 years growing your business. After months of work, due diligence, negotiation, and sleepless nights you finally sold it! You look at the bank balance and it almost doesn't … [Read more...]