Driving a Minivan on the Autobahn
The minivan is your financial plan and investment portfolio. The investment market turmoil of 2022 is akin to the flight delays, hindering you from reaching your destination as quickly as you may have hoped. Inflationary pressures, Federal Reserve monetary policy, a looming recession risk, and geopolitical instability are akin to the bad weather all around. And those cars racing past you? Those cars are the S&P 500 and Nasdaq 100 indexes. More specifically, those cars are what have been dubbed the “Magnificent 7 stocks”, or “Mag7” for short.
Market Update & Commentary - September 2023
Is the sky falling? Soft Landing or Hard Crash? Let’s look at the weight of the evidence.
CHAMP Principles 1 - Our Master Indicator
Casey V. Fulp, CFP®️ takes a deeper dive into the CHAMP Master Indicator. In addition to exploring the purpose of having a rules-based investment discipline, he discusses what this master indicator has recently signaled and what that means for the markets as we look ahead.
Market Update & Commentary - June 2023
Are we in the clear yet? Is the pain and uncertainty of the past few years over? Will we see a recession? What does that mean for how we plan for our financial future? In this video, Casey Fulp, CFP®️ offers some thoughts and analysis of the investment markets and what we are watching to help understand where things stand.
(Re)Learning How to Fall
We all have a lesson to re-learn. Once upon a time we all learned and remembered how falling was going to be part of the journey. It was the only way to get there, wherever “there” was. Then we forgot. As we reflect on the past year, and peer into what the year ahead may hold, so many are lamenting the state of investment markets.
Trick or Treat? Inflation Adjustments for 2023
The following notable changes were recently announced by the Social Security Administration (SSA), the Centers for Medicare & Medicaid Services (CMS), and the Internal Revenue Service (IRS), set to take place in 2023.
Market Update & Commentary - September 9, 2022
What does the evidence suggest should happen in equity markets over the coming weeks and months? While we have no crystal ball, we do have some interesting signals.
Living and Investing with Inflation & Rising Rates
What does history suggest we should plan for?