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So Now They Tell Us

Honesty by the CDC via The NY Times: “Unvaccinated people with a history of Covid also had lower rates of infection and hospitalization than those protected by vaccines alone. The data are consistent with trends observed in international studies, the researchers...
Only Four States

Only Four States

Only 4 States Have Regained All the Jobs Lost Since the Pandemic.  What do they have in common?  The lede:  The U.S. has a long way to go before our economy fully recovers from the damage inflicted by the government’s response to the COVID-19 pandemic. In all, we’re...
After The Hike

After The Hike

Great stuff from Ryan Detrick:  The first Fed rate hike is like taking the training wheels off. Some volatility is perfectly normal, but by no means does it mean you fall down. In fact, bull markets go another 3 years plus after the first Fed hike, with the S&P...
The ‘Bridge’ Strategy

The ‘Bridge’ Strategy

Would 401(k) participants use a Social Security ‘bridge’ option? The bridge option would use 401(k) assets to pay retirees an amount equivalent to their Social Security benefits so they can postpone claiming benefits, thereby increasing their monthly payment when they...

Market & Portfolio

Growth Carnage – The Game Plan In this week’s edition of the Market & Portfolio Review, we are going to update investors on the 2022 game plan to turn performance around, go back on the offensive, and claw back the underperformance our clients experienced in...

Market & Portfolio Review

Peak Inflation/Growth After a very difficult 2021 where active investing was challenged by multiple waves of COVID and inconsistent policy from the Federal Reserve, we are going to spend time this week reviewing the key factors that led to challenged returns in 2021,...