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CPI & Inflationary Pressures
Markets saw increased volatility this week as a higher than expected inflation report was released. Depending on your shopping list, you may have encountered higher prices on products like used cars and iron ore. (video)
Tax Rate Changes, Beyond the Headlines
We believe understanding tax policy implications are an integral part of wealth management. From proposed capital gains increases to tax bracket changes, Sharon takes us beyond the headlines with a practical next step. (video)
Q1 Earnings Season, GDP & Kid's Shoes
This week we take a look at Q1 corporate earnings reports, the Fed's recent meeting, and economic growth trends. Will we grow into these shoes? So far, we are seeing good overall corporates results. Jason discusses price-per-earnings and how improving earnings are fitting into valuations.
Inflation is Going to the (Super) Moon
On April 26th, the moon will appear 7% bigger and 15% brighter. This so-called pink super moon reminds us that our perspective matters. When it comes to inflation, how it is measured versus how we experience it varies by individual.
Video Replay: Quarterly Market Update Q1 2021
Webinar Video Replay. Topics discussed include Market Performance, Returns by Sector, Cost per Earnings comparison, Bond Markets & diversification, Housing and Demographics, and Economic Cycles & Phases.
We took questions on Coinbase’s direct listing, inflation, real estate, collateralized loans, and crypto & bitcoin.
Pickaxes and Shovels
Coinbase is the largest U.S. cryptocurrency and digital asset exchange and is the first major crypto company to go public. With about 96% of Coinbase's revenue coming from transaction fees, some have compared Coinbase to modern-day suppliers of pickaxes and shovels from the gold rushes of the past. Speaking of gold, we mark this week in history and also take a look at employment figures from FRED.
Investment Class Underdogs Vs Top Seeds
Similar to college basketball teams, asset classes go in and out of favor. Investors should not solely focus on the highest performing asset class of the last quarter or year. Fundamentals, valuations, and long-term trends are also important considerations in investing. Jason discusses March Madness and compares Large-Growth to Small-Value investment classes over the last 15 months.