Category

Financial Planning
History never repeats itself. Man, always does – Voltaire Have you been at dinner lately with friends, and one of them is telling you about their foray into day trading, or simply just bragging about their investments? They are bound to tell you about their outsized gains and incredible winners, but when the check comes,...
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by John Bruggemann, CFP Many clients have a need for financing for various reasons- a large purchase such as a new automobile,  a real estate transaction or business needs, to name a few. What many clients do not realize is the ease in which a client can access cash using their taxable investment account as collateral....
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by Dr. Charles Lieberman Virtually everyone appreciates that Treasury bonds are close to all-time record low yields, but how should investors adapt to that fact?  Bonds still have a legitimate role to play in any portfolio, but it is appropriate for every investor to revisit their allocation to bonds. Professor Jeremy Siegel of Penn’s Wharton School...
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Our founder, Amit Chopra, was recently featured in Yahoo News’s article “Most Americans didn’t tamper with their retirement savings even in pandemic, study finds”, commenting on the concentration of layoffs in the service sector. Read the article here >
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 Intelligence, Luck, or Discipline Investing isn’t a hard science, it’s a soft skill. The outcome is much more driven from how you behave, rather than how smart you are. Below is a transcript of a conversation I had this weekend with one of my best friends. Friend: I am up 16% this year, isn’t that...
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by Randall Coleman, CFA When I wrote this weekly commentary in July, Elon Musk had just overtaken Warren Buffet on the Bloomberg Billionaires Index. Well, what a difference six weeks can make. As of August 31, Elon had rocketed ahead of Warren, adding another $33 Billion to his nest egg. In that commentary, I posed...
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by Dr. JoAnne Feeney Federal Reserve Chairman Jay Powell announced a shift to an “inflation averaging” rule last week at the virtual Jackson Hole monetary policy conference and many investors are wondering whether this should alter portfolio strategy. The short answer is, for now, no. But what of concerns that the Federal Reserve is continuing...
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What the heck is Flexible 2% Average Inflation Targeting (FAIT)? Last week Federal Reserve Chairman Jerome Powell announced a change to the structural framework that guides the direction of monetary policy. I took that right from Forbes and even I am not sure what that means. Let’s break it down. The Fed Mandate Keep employment...
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by Kevin Kern When I first met our senior economic advisor Alan Greenspan, I asked the former Federal Reserve Chairman three questions. Of the five presidents you worked under, who was the smartest? Which president was the most likable? And can a president change the path of the economy? The latter question has been coming up...
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by Paul Broughton This past week the S&P 500 made a new all-time high and Apple reached $2 trillion in valuation. It would seem that the pandemic is already in the rearview mirror. After the shortest bear market in U.S. history, a brief 33 days compared to the median of 302 days for the prior twenty...
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