Q4-2023 Economic & Market Outlook
Listen to Jim and Scott discuss current economic and market conditions.
Is a Short-Term, Lower Risk Investment Right for You?
Is a short-term, lower risk investment right for you? At the end of September 2023, various forms of cash equivalents such as money market funds, Treasury bills, Certificates of Deposit (CDs), and in many 401k accounts, the stable value fund option, currently provide yields in the 5.0% to 5.75% range. Determining which investments to make depends on your personal situation, time horizon, risk tolerance, and goals.
Will you outlive your money in retirement?
Your investment time horizon is one of the most critical considerations for your total retirement preparation, yet it's also one of the most overlooked. Here are some key points to consider when planning for your investment time horizon.
Are your risk tolerance and risk capacity aligned?
One of the most important attributes of the wealth management process is to manage risk.
Managing Money During Periods of High Inflation
What should investors consider during periods of high inflation? The stock market, as measured by indices like the S&P 500 and FT Wilshire 5000, has been very resilient from the bottom of the Great Financial Crisis of 2008/2009. We believe the primary drivers of this performance have been low interest rates, low inflation, and cheap energy.