Articles Tagged Inflation
Tariff-Related Trauma and Your Portfolio
April 16, 2025 | By Kevin Smith, CFA
When the headlines scream tariffs, investors flinch—and markets tend to lurch. That’s exactly what happened recently as new tariff announcements triggered a sharp decline in the U.S. stock market. But what’s really going on? Let’s unpack it. Who Actually Pays…Read More
Matt on Markets: Palpable Concerns
March 31, 2025 | By Matt Pierce, CFA
It is generally an exercise in futility to ascribe a single issue to a decline in market prices, particularly on a day-to-day basis. The raft of policy measures being proposed and the speed with which they’re being implemented by the…Read More
Market Forecasts, Mega Stocks, and the Year Ahead
January 25, 2025 | By Kevin Smith, CFA
The image below reflects what I imagine the world’s greatest stock market forecaster envisions when she closes her eyes. All of the millions of variables perfectly connected into a beautiful coherent understanding of how it all works: Imagine a formula…Read More
The Post-Election Markets
November 23, 2024 | By Kevin Smith, CFA
The elections are over. Some of you are distraught and some are elated – we know because we have both types of conversations every day. It was stressful for everyone because of the uncertainty, but the sun rises again and…Read More
Inflation and Your Cash Flow
November 15, 2022 | By Kevin Smith, CFA
The combination of high price inflation, higher interest rates, and a stock market recession is rippling through household budgets across the world. The impact varies quite a bit depending on sources of income, debt levels, property ownership, insurance coverage and…Read More
I Bonds: Thriving During Inflation
April 29, 2022 | By Manisha Gupta, CFP®, MBA
Concerned about inflation, perhaps for the first time in your lifetime? For many families we work with, it’s been decades since even the adults have seen inflation rising this quickly. But, the U.S. government has a nifty, old-school instrument available…Read More