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Introduction to Volatile Markets and Retirement Planning Few challenges are as daunting as preparing for retirement in an environment of market volatility. The current economic landscape is a testament to this volatility, marked by rapid fluctuations in stock prices, interest rates, and global economic conditions. These fluctuations can significantly impact …

Adapting Your Retirement Plan for Volatile Markets: Key Insights Read More »

I’ve been in the investment world for the better part of thirty years, so I am often roped into conversations with folks who have heard about private investments, but also may have a lot of misconceptions. Most people simply have never heard what make’s a person qualified to do private …

Accredited and Curious: Private Investment Guide for Accredited Investors Read More »

Ah, the ever-changing world of finance! Just when you think you’ve got it all figured out, the Federal Reserve throws a curveball, and suddenly, everyone’s scrambling to adjust their portfolios. As of the writing of this article the front page story on bloomberg.com is that most economists are expecting another …

Bond Portfolio Adjustments for 2023: Navigating the Waves of Federal Funds Rate Increases Read More »

The financial world is rife with terms and jargon that can sometimes sound more complicated than they are. One such term, “accredited investor,” often raises eyebrows. But what does it mean, and why does it matter? Let’s delve into the intricacies of this designation and the investment avenues it opens …

Understanding the Accredited Investor Read More »

In the vast ocean of financial markets, the waves of change are constant. For decades, the tide has brought with it significant rebalancing and capital gains, especially in taxable portfolios. These gains, while a testament to astute investment strategies and market growth, also come with their own set of challenges, …

The Long-Term View on Rebalancing Portfolios and Capital Gains Read More »