by James Yahoudy | Jul 28, 2022 | Blog, Financial Planning
As we see another fed fund’s hike of 75bps this week, we thought it would be worthwhile to simply talk about the basics of inflation. It is very easy to get caught in the storm of negative headlines. Today, let’s just get back to the basics and try to focus on factors...
by James Yahoudy | Jun 23, 2022 | Blog, Financial Planning
A family member, a young boy yet to reach his 3rd birthday has inspired me and this piece. He went from a potential concussion to 3 weeks in the hospital, and today getting a lung deflated to remove a peach size mass. The resilience and strength that both him and his...
by James Yahoudy | Jun 6, 2022 | Appearances
Our Founder JD Gardner sat down to discuss managing risk in this inflationary environment with Todd Rosenbluth of ETF Trends and James Davolos Portfolio Manager at Horizon Kinetics. Enjoy! Disclosure The opinions expressed during this VettaFi ETF Trends Webinar...
by James Yahoudy | Feb 9, 2022 | Blog, Financial Planning
As we accumulate wealth and look to save for a variety of goals, there are quite a few factors that will get us to the ultimate decision of how to invest. Understanding how to balance risk and reward while you intermingle that into your specific goals is not easy. Add...
by James Yahoudy | Jan 5, 2022 | Blog, Financial Planning
Today’s retiree is much different than yesterdays. Each year there are a variety of challenges that advisors and clients face as they plan for retirement income. Market volatility, political uncertainty, pandemics, tax management, and you name whatever else comes to...