RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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What a difference "two tenths" can make

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Last month, we wrote about how we thought the Fed was being a bit too aggressive in its interest rate hikes. This month, we are seeing inflation declines show up in the CPI. Stocks and bonds rallied accordingly. What should investors do?

Out of pain comes a few attractive opportunities

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After a brief Summer rally, stocks resumed their declines in September. In this note, we examine inflation, the Fed, and a few sectors that have recently become more attractive than they have been in years.

By any measure, a tough one

July 05, 2022

The first half of 2022 offered investors few bright spots, and few places to hide from declining markets. Stocks and bonds declined, both foreign and domestic. But for asset accumulators, this might be a gift.

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