Fed Playing Poker & Where Do We Go From Here with Housing?
Fed Reserve Chairman Powell delivered remarks confirming that there is "pain" ahead and"forceful" rates increases will not stop. We discuss the consequences of this for your client portfolio risk management.
Longer Life Impact on Retirement System
According to a new study, Longevity and the New Journey of Retirement, 69% of Americans desire to live to the age of 100.
Stress Testing the Bear Market Rally & Emerging Markets Hard Landing
As the market roars higher and many experts are surprised, we take a look at how financial adivsors can discusss these events with clients. Markets are going up with recession in the economy, declining oil price, declining housing and significant softness in the data out of China.
Principals of Economics or Big Debt Cycle
For the past decade or so we went through good and bad times experiencing financial collapse in 2008, COVID-19 pandemic and lockdowns, etc. But these devastating economic and financial hardships were encountered with a relentless and unstoppable fiscal and monetary stimulus created by our government and the Central Bank
Alternative Strategies for Fund Allocation
Today most financial professionals believe that retail investors should have access to alternative investments. Investment advisors recommend now that clients who meet accredited investor requirements should consider a shift towards alternatives.
How to Manage Risk of MIssing Out During a Face Ripping Bear Market Rally?
In the prior three episodes we discussed various stress tests financial advisors should run on their client's portfolios to model effects of possible stagflation, yield curve inversion and deterioration in the tech sector. For the last week we have seen an exuberant market ripping higher.