by James Yahoudy | Jan 9, 2023 | Blog, Financial Planning
It’s now time to put a wrap on the year to do some reflecting and planning. At this point last year, your sentiment on your portfolio and maybe even the economy was likely in a totally different place. Simply said, 2022 was painful, almost regardless of your risk...
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 | Mar 2, 2022 | Blog, Financial Planning
“The most important job is to strike the appropriate balance between offense and defense” Howard Marks We recently wrote a piece outlining sequence of returns risk and the impact it may have on a plan. Today, let’s talk more about the headwinds you have in managing...
