The CHP Blog
When Public Attention Meets Private Markets
With so much interest surrounding private assets, securities, and investments, you may be wondering, "Is this right for me?" Or maybe you are just wondering how this has become such a popular topic of conversation, seemingly out of nowhere. Casey Fulp, CFP® breaks down the Good, the Bad, and the Ugly side of Private Markets and helps shed light on how we got here. He also explains what you need to know if/when these start showing up in your employer retirement plan.
The Three Acts of Inflation
A dominant theme that we will be watching closely in 2025 is that of Reflation. In prior blog posts, emails, videos, etc. we have tried to shine a light on the fact that inflationary cycles tend to follow a fairly consistent pattern in history. I’ve often referred to this as the “3-Act Play”
Identity Protection Best Practices
Join Casey Fulp, CFP(r) as he dives into identity theft protection and the history of credit reporting. In this short video he will share several best practices to ensure you stay ahead of threats to your identity and financial well-being.
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.