Part 4: Back to the Future: Fed Normalization and What it Means for You

On March 17th, we wrote about the size and makeup of the Fed’s balance sheet and our concern if it were to unwind. Little did we know the latest Federal Reserve meeting minutes would disclose the...

Which Investor Are You? Tips for Savings Success

Assuming contribution dollars and frequency are the same, which investor will have more at retirement given no market exposure? Investor A who starts contributing at age 22 but stops contributing...

Gibberish? Maybe. A Glossary of Important Terms

To kick off Financial Literacy month approaching in April, we wanted to share with you some common industry terms that can be misunderstood. We found that many investors have different...

Part 3: The State of The Bond Markets - Should You Be Concerned?

3. The Corporate Bond Bubble

Part 2: The State of The Bond Markets - Should You Be Concerned?

2. The Overstimulated Monetary Base

Part 1: The State of The Bond Markets - Should You Be Concerned?

1. The Fed and its Balance Sheet

Is Slow Growth Saving for the Future?

Slow growth in the U.S. economy has been one of the most consistent topics of conversation since the end of the Great Recession (2007-2009). In fact, the U.S. economy has realized real GDP growth...

The Market Feels Toppy?

The markets are off to a roaring start in 2017, up nearly six percent through the close on February 21. With the market up almost two percent in January and four percent in February, it is likely...

Emotions should have no place in investing…

…But they do! The investment industry often fails to remember that people invest their money to grow and that their investments become an extension of their ability to improve, or harm, their...

The Velocity of Money and Where It’s Headed

Since 2009, trillions of dollars of global monetary stimulus (central bank activity) has had a marginal effect on the global velocity of money. Today, it looks like only the promise of U.S. fiscal...