Category

Financial Planning
August 15, 2022 Forefront’s Monday Market Update The Fed, Inflation, and Soft Landings Writing this blog post gets complicated at times, as I try and provide a mix of information and education while trying not to bore all of you.  As I struggled throughout the week to think of a good topic, I realized the...
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August 8, 2022 Forefront‘s Weekly Market Notes Expectations vs. Reality Last week, I met with a couple considering joining the Forefront Family, but the meeting took an interesting turn. As we got to know each other, they told me about their relationship with their other advisor and how much they liked him. As the meeting continued,...
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August 1, 2022 Forefront‘s Weekly Market Notes RINO (Recession in Name Only) As I wrote about during the week of July 4th, the United States economy was already in a recession, and last week’s negative GDP number confirmed it.  Although we will hear a lot of media and talking heads try to change the definition of...
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July 25, 2022 Forefront‘s Weekly Market Notes Big Week of Data I have circled the week of July 25th on my calendar since the beginning of June. We will see an onslaught of company earnings from Microsoft, Apple, Google, Amazon, and more than a third of S&P500 companies. Q2 GDP will have its first run numbers...
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July 18, 2022 Forefront’s Monday Market Update What Type of Investor Are You? One of the most complex parts of being a financial planner and portfolio manager is trying to understand what type of investor my client is. There is no one particular strategy or technique to invest your money. Whether you are dollar cost...
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July 11, 2022 Forefront‘s Monday Market Update Clichés I remember growing up when my mother, exasperated, would tell me to “just wait; you will see when you have kids of your own.” Of course, I swore I would never become like my parents because all those old cliches are entirely wrong. This weekend, as my...
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July 4, 2022 Forefront‘s Monday Market Update Let’s Be Real The United States economy is already in a recession. We don’t need to wait for Q2 GDP numbers to be released later this month. The evidence is clear. More importantly, what many are missing, this is a good thing. Trust the Data In Q2, Natural...
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June 20, 2022 Forefront’s Monday Market Update What’s Next Does anyone else receive a ton of emails about subscribing to someone’s newsletter, where they tell us that the world is ending, the dollar is worthless, and the only thing we can do now is to buy gold? I have always gotten a handful of these...
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June 13, 2022 Forefront‘s Monday Market Update Does Owning Bonds Even Work? Bonds are supposed to be the safety net, the portion of your portfolio that weathers the storm so that you can sleep at night. If bonds aren’t working, what other options do you have? Have you been thinking this lately? Maybe you are...
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June 6, 2022 Forefront‘s Monday Market Update What If There Is a Recession? A recession means 2 consecutive quarters with negative GDP. Q1 of 2022 already came in with negative GDP, and maybe Q2 will do the same. It does feel odd to think that our economy might be in a recession while unemployment is...
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