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When. Not If.
Of the $34 trillion of US debt outstanding, around 30 percent is expected to be refinanced at potentially higher rates in 2024. We discuss the implications of a trillion dollar interest payment alongside the Fed’s mandate of stable prices through the setting of interest rate policy.
Market Update January 2024
In-depth discussion of several themes focused on markets and the economy. Topics include: Q4 Performance, the Magnificent 7, and Interest Rates. (Video & Podcast)
FYR: Concentrated Position
Retaining a significant portion of a concentrated investment in your portfolio could expose you to a higher level of risk, which may not align with your overall retirement strategy. Learn about concentrated position and considerations.
Sine of the Times
The image of a sine wave with its peak and trough can be a useful way to visualize the glory and agony of participating in financial markets. Let's go through this sine wave journey together.