A man watering money plants with a watering can.

Cash Takes a Turn as King

January 23, 2023

1/23/2023 2022 was a year of some unexpected investment outcomes. We went into that year with news confirming that inflation would be more than transitory, but the level and impact of high inflation were not yet fully known. One of…

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A person is holding their hands over the crystal ball.

The Bulls, The Bears, and the Go Nowheres – 2023 Market Predictions

January 17, 2023

1/17/2023 This is the time of year to look at the Wall Street firms which publish an opinion on the market. At each of these firms, groups of highly compensated and knowledgeable people get together and develop forecasts of where…

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A clock on the wall of an orange room.

A Banker’s Mentality

January 9, 2023

1/9/2023 Investors should keep a watchful eye on the yield they are earning on their cash. An investor in a traditional money market fund can now earn more than 4%. By comparison, banks are paying their depositors anything from zero…

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A pen and paper on top of a clipboard.

Millennial Planning

January 4, 2023

1/3/2023 Most people my age spend little to no time on financial planning, but I would call myself an outlier of the Millennial generation. I have learned over recent years the significance of having a plan for your money. Last…

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