Economy and Investing

Posted Jul. 08, 2021
Clients sometimes ask us why we don’t recommend carrying municipal bonds in their portfolios, often in response to learning about the tax advantages of owning them or perhaps after hearing about relatively higher yields in the municipal bond market. Before sharing our rationale, let’s first...
Topics: Economy and Investing

Posted May. 26, 2021
Our strategic partners at Dimensional are celebrating their 40th anniversary as a firm, and Founder, David Booth, used the milestone as an opportunity to reflect on the lessons he’s learned from his decades in finance. We find that Booth’s reflections and beliefs align very closely...
Topics: Dimensional Fund Advisors, Economy and Investing

Posted May. 13, 2021
Our strategic partners at Dimensional often share with us educational tools and resources that creatively illustrate key strategies of our shared approach to investments. This quick video sharing why investors might think twice about chasing the biggest stocks caught our attention and felt worthy of...
Topics: Dimensional Fund Advisors, Economy and Investing

Posted Apr. 29, 2021
We thought this piece – “Wild Market Ride Lifts Everything from Lumber to Stocks to Bitcoin” - that ran in The Wall Street Journal did a nice job summarizing some of the perspectives investors have about current market conditions. We’ve highlighted some of the article’s...
Topics: Economy and Investing

Posted Apr. 15, 2021
It. feels. like. everyone. is. talking. about. it. What is “it”, you might ask? Inflation, of course. As the world’s economies recover and the US economy continues its return to its pre-COVID form, policy-makers, investors and economists have set their eyes on inflation as one...
Topics: Economy and Investing

Posted Mar. 18, 2021
The American Rescue Plan, “President Biden’s plan to provide direct relief to Americans, contain COVID-19, and rescue the economy” and his first major piece of legislation, was signed into law on March 11, 2021. The American Rescue Plan includes another round of direct stimulus checks...
Topics: Economy and Investing, Financial Planning
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