Biden Takes China to the Brink, Chip & Yuan Mayhem
Biden administration punched China in the microchip solar plexus with unexpectedly tough sanctions. This happened at the same time Yuan is under pressure and political power is consolidated in China. What does this mean for your portfolio?
In Troubled Times Get Back to 401(k) Basics
As inflation continues to soar more people are cutting back on their retirement savings. Moreover, many are even afraid to check their 401K and long-term saving plan balance amid the inflation and contracting growth.
Bond and Stock Carnage: Will Bitcoin Become the Least Dirty Shirt?
Is Bitcoin going to become a truly diversifying asset? Will it become true stable money? Or will it falter through mistakes and/or government intervention? Join this lively discussion with portfolio risk experts and learn what you need to know about crypto.
The Next Big Geopolitical Risk (Upd: Sep 27, 2022)
Russia’s invasion of the Ukraine is affecting markets daily. We have created stress tests that have attempted to measure moderate and severe consequences for global markets as a result.
Nowhere to Hide or Diversify: What Can Advisors Do?
In this shocking episode you will see that many of the concepts that financial advisors take for granted are no longer true in today's markets.
RPAG 2022-Main Takeaways: The Evolution of Target Date Funds, Managed Accounts and Defining Risk
Flying solo today, I am in sunny San Diego for the annual RPAG conference. In this episode I’ll be talking about all the cool stuff I learnt from the best in retirement advisory business.
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.
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.