Guidance for your pursuit of financial freedom

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Markets & Economy12 Articles

Wed, Apr 13, 2022

Could Weak Consumer Sentiment Manifest a Recession?

Many consumers feel bad about the economy—worse than during March 2020 and almost as bad as they did during the Global Financial Crisis of 2008! Are these negative feelings valid?

Tue, Apr 12, 2022

Want to Hedge Inflation?

Worried about inflation and wondering if you should put your money in Treasury Inflation-Protected Securities (TIPS) or gold? You’re not alone.

3 Charts that May Predict the 2022 U.S. Stock Market

Wed, Apr 6, 2022

3 Charts that May Predict the 2022 U.S. Stock Market

What could influence the U.S. stock market for the remainder of this year? Here are three charts that may serve as a guide.

Earnings can take a hike

Wed, Mar 30, 2022

Earnings Tend To Do Well After Rate Hikes, Even During High Inflationary Periods

How could this first-rate hike impact companies’ earnings? One year after hikes, earnings grew.

In Active v. Passive, the Economy May Deliver the Knockout Punch

Wed, Feb 23, 2022

In Active vs. Passive, the Economy May Deliver the Knockout Punch

Evidence suggests the performance of active vs. passive managers can be influenced heavily by the economy and the markets. Is your portfolio ready for a market shift?

The market explained in two charts

Wed, Feb 9, 2022

The Market Explained in Two Charts

Two themes helped drive the U.S. market higher in 2021. And those same factors seem to be part of the reason for its decline. What does it mean for your portfolio?

6 Sources of Retirement Income

Special Report

6 Sources of Retirement Income

Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.