It’s time to be realistic about inflation and recession and the fact that it just got harder to achieve your financial goals. The Fed raised the federal funds rate this year, taking the percentage to new highs. To compare, it was near zero at the end of last year. High prices are eating into people’s
Rebalancing Your Portfolio According To Your Age And Priorities
Portfolio rebalancing according to your age and goals is really all about asset allocation. At different stages in your life, your financial concerns shift and so you look for your investment strategy and portfolio to shift too – from growth to income – as you get older. During these uncertain economic times, with market volatility,
Do Bear Markets Present A Potential Opportunity For Portfolios
“Fall Back” – but don’t drop the ball! The S&P is down more than 22% since the beginning of the year, landing it definitively in bear market territory. Historically, bear markets in the U.S. occur, on average, every 4.5 to 5 years, and while they are terrifying, they don’t last forever. In fact, the market
DEPRECIATION FOR SUMMER SHORT-TERM RENTAL OWNERSHIP
Post-COVID demand for short-term rentals has skyrocketed on sites such as Airbnb and VRBO. Investors are attracted to these properties to generate passive income, and are jumping into the market. Listings are expected to grow another 20.5% in 2022. Since many short-term rental properties are owned as passive investments by non-real estate professionals, any investors
Don’t Get Caught Making These Crypto Mistakes
As Elon Musk is rumored to have said: “Crypto is everything you don’t understand about finance combined with everything you don’t understand about computers.” In that vein, we decided to compile some tips to help keep your digital wallet safe. New crypto investors should avoid beginner blunders that can cost them. Savvy investors should not
What Is Your Portfolio’s Potential for Resilience?
It’s no secret the second quarter will be impacted by rapidly changing interest rates, Fed tightening due to a serious miscalculation about inflation, and continued fallout from geopolitical turmoil thanks to Russia. Both stock and bond markets are highly volatile and it looks as though large daily price swings will continue. A restrictive monetary policy
Protecting Your Portfolio From Market Reaction To Russian Aggression
Markets have been shaken lately, and investors both big and small are searching for direction and strategies to protect their portfolios. Early 2022 already recorded the highest inflation rate in 40 years, and the Federal Reserve has just lifted its key interest rate by a quarter of a percentage point on Wednesday, their first decisive
Rebalancing Portfolios Post Election And Post Pandemic
It is time for clients to revisit and rethink their investment portfolios. The post-pandemic period will create new opportunities, but the post-election climate has created new risks. This may call for a higher level of diversification for investors, as well as more frequent portfolio rebalancing and added defensive measures. Below find the suggestions we feel
