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Inflation & Bucket-Based Retirement Planning
Interview with Today’s Business Radio. Focused on inflation. The way you and I spend is likely different, and one’s investment portfolio and future planning should take the differences into consideration. (audio)
Well Balanced. Vol. 11
Stock Quote: "What good is the warmth of summer, without the cold of winter to give it sweetness." Well Balanced is a round-up of topics helping you get today right.
Cycles May Not Always Align
We discuss the recent stock market bounce off the bottom, get real with the real estate market, and bring it back to basics. Your life shouldn't always wait for the market.
Inflation: Trend vs Level
Dig into how inflation has impacted workers' real income. We discuss the recent inflation report and financial market reactions.
Jobs Report Better Than Expected
Dig into recent jobs data and find out how this better-than-expected report may impact monetary policy decisions at the federal reserve.
The Actions of the Fed
The Fed is taking strong action to combat inflation now, while also attempting to not slow down the economy too much. We consider this rate hiking cycle to be front-end loaded meaning there have been large moves made early on.
Bear Encounter
Running from a startled bear in a down market gives way to chase and exhaustion. So instead, we exercise patience and look for opportunities to position for recovery. For example, rebalancing, tax-loss swapping, and focusing on investment valuations, specifically in the longer-term portfolio segments.