Articles

Inflation vs. Potential Hedge Asset Class Returns

Should I Worry About Inflation?

It is well known that the stock and bond markets have generally gone up over time. Why else would anyone invest? Sure,…

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Q4 2021 Asset Class Returns Chart

Portfolio Review – Q4 2021

The fourth quarter of 2021 was a microcosm of 2021 as a whole. Many of the trends that we saw throughout the…

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IRS SECURE ACT 2.0 - Significant Changes

SECURE Act 2.0 Summary – Changes to Retirement Planning

Nancy Pelosi famously said we needed to pass Obamacare legislation so we could find out what is in the bill. The SECURE…

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