The CHP Blog
Rate Decisions, Elections, & Regulatory Capture
While it is unusual that I put out an update video early in the week, it became increasingly clear that expectation setting ahead of the next few weeks is necessary. Since the start of the year, I have alluded to the significance of the third quarter this year. I have proposed on numerous occasions, the weight of the evidence suggested that weakness would likely surface in markets as we entered late August through November. Not only is this proving to be true, but we are also receiving several new signals shining even more light on what we can expect ahead.
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”