Viewpoints

Information and education are an essential part of the client experience, and we
are here to provide resources and insights to help keep you advised.

When a Duck is a Duck

When a Duck is a Duck

"The Federal Reserve, after delaying for more than a year claiming inflation was 'transitory,' has finally embarked on a serious course to bring inflation under control."

Inflation – Federal Reserve Enemy #1

Inflation – Federal Reserve Enemy #1

"This year, inflation is averaging an annualized 8.3%, the highest in more than 40 years."

Global Energy: No Easy Answers 

Global Energy: No Easy Answers 

"As the West imposes sanctions on Russia—the world’s number three oil producer and number two natural gas producer—many countries are trying to cope with a sudden decrease in energy supply that has caused energy prices to spike dramatically. Unfortunately, there are no easy answers."

Estate planning in down market: Using depressed values to pass on greater wealth  

Estate planning in down market: Using depressed values to pass on greater wealth  

"Transferring wealth during periods of depressed asset values, like coiling a spring, allows for the passing of assets with the potential to expand when the market recovers (as markets have historically always done)."

May You Live in Interesting Times 

May You Live in Interesting Times 

"Although the current market correction is unsettling for investors, it also presents opportunities for long-term investors who can stay invested and adjust as the cycle changes."

Commercial Real Estate Investments – Understanding What You Can and Can’t Control

Commercial Real Estate Investments – Understanding What You Can and Can’t Control

"No matter the asset class, returns will be influenced and impacted by a multitude of factors. Some are within an investor’s control, while many are not. Commercial real estate is no different."

Opportunities in Down Markets

Opportunities in Down Markets

"Stocks, bonds, real estate, and hedge funds all have negative year-to-date returns. Even cash is losing purchasing power with inflation running at 7.9%. So, what is an investor to do?"

Investors Are Not Humming Putin’s Tune

Investors Are Not Humming Putin’s Tune

"The most significant effect Americans and many Europeans will feel from Russia’s actions are rising energy prices."