The rate of inflation is now the highest it has been in more than 30 years. Prices are going up because demand is exceeding supply. As we know, the cure for high prices is high prices, as buyers of products and services will buy less or seek alternatives to save money. Generally, the best solution is to …
What does record-high inflation mean for your investments? Read More »
With all the turmoil currently going on in our world, I thought it would be useful to get back to the basics. It’s essential to understand the different investment strategies and how they fit your goals, timeline and personality. Even as the world goes through radical changes, certain foundational principles hold true. In my most …
Retirement plans are frequently positioned to employers to achieve the 4 R’s: Recruiting top talent Rewarding employees for good performance Retaining quality employees Retiring employees with dignity Employer-sponsored retirement plans have always been vital to running successful businesses. They have provided substantial financial benefits to the employees and have helped the employers alleviate tax …
Why a California Company Needs to Have a Retirement Plan Read More »
Not to oversimplify, but today’s investors seem to break into two camps that bring to mind that age-old tale of the tortoise and the hare. “Buy and hold” is the tortoise and “active investing” is the hare. While active investing has gained in popularity, it is important to remember who won that famous race. Buy …
Is “Buy and Hold” still an effective Investment Strategy? Read More »
As you know, investors are chasing companies that are developing cutting-edge technologies with the potential to help people cope with the pandemic’s massive disruption. From services that allow people to socialize and shop for groceries without leaving their homes to lifesaving pharmaceuticals and breakthroughs in vaccine development – transformative technologies are all increasingly desirable investments. …
Why Innovation Has Created an Investor’s Conundrum and How to Adapt Read More »
Covid-19 has undoubtedly had the most acute impact on global manufacturing and supply chains in modern history. Because the pandemic has been so monumentally disruptive, the U.S. will need to recalibrate the delicate balance between onshoring and offshoring to maintain the autonomy needed to survive future crises. In recent decades, offshoring has not only been …
Why Reshoring U.S. Manufacturing Could Be the Wave of the Future Read More »
Before the global financial crisis, the popular belief was that value stocks (which are less expensive and less risky because of their established worth) were a better investment than growth stocks (which are a relatively more expensive gamble on future worth). 10 or 15 years ago, that theory held true. The market prioritized value stocks …
Why There Might Be A Value Stock Renaissance On The Horizon Read More »
Even before Covid-19 took hold, American population growth hit the slowest rate in a century. Although many initially speculated that months of quarantine would lead to a post-pandemic baby boom, recent evidence and historical analysis indicate that Covid-19 may actually incite a baby bust. Whether it slows or accelerates, population growth is the biggest theme with the …
How a Shrinking Population Could Accelerate Post-Pandemic Investment in Sustainability Read More »
Since late March, assets have appreciated wildly. Bonds appreciated so much, many yields are now effectively zero. Stock markets recently hit record highs. Even gold reached new highs. Yet, we are in a pandemic where much of the economy has been shut down. What is going on? Clearly, the stock market thought that the economy …
The U.S. is on the verge of the largest generational wealth transfer in history. Over the next two decades, millennials are set to inherit $30 trillion from Boomers, America’s wealthiest generation. COVID-19 has caused many Americans to think about their mortality and the legacy they’ll leave behind. Possible changes in the Estate Tax law could …
Why High-Net-Worth Boomers Should Consider Gifting Their Estates in 2020 Read More »
