CPI Update Jan 2022
It’s been a big week for Chairman Powell as the Senate held his reconfirmation hearing on Tuesday and this morning (Wednesday) brought the release of the final inflation data for 2021. Headline CPI came in at 7%, a 39 year high. The back half of 2021 will be...Another Hawkish Pivot
We’ve seen a notable switch in tone of Chairman Powell and many of the other Fed officials over the last couple meetings as they’ve tilted their tone to sound more hawkish as they asses their dual mandate – controlling (heightened) inflation and a (strong) job...Fighting Longevity Risk in Retirement
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...Asset Style Review Part 1: Domestic vs. International
Over the next few weeks, I’m going to put out a series of analysis on 2021, hitting some of the bigger relative opportunity sets within the equity market: Week 1: Domestic v. International Week 2: Small v. Large Week 3: Value v. Growth Domestic v....How Valuations May Impact Financial Plans
Investors have often faced challenges in pursuing sufficient return. There have been times when stocks had risen to levels that squeezed out a chunk of their future returns. And periods when expected returns in fixed income trailed rates of inflation. But we’ve not...