Anticipating and riding short squeezes has grown in popularity as an investment tactic in recent years. The GameStop short squeeze,…
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We discuss what investors should do if they think their risk appetite is “moderate”.“What does moderate risk appetite mean?” We…
With its riveting victory over France in the World Cup finals and the heroics of its all-time great team captain…
After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.…
The US Federal Reserve began raising the federal funds rate in March 2022. Since then, almost all asset classes have…
“Exigencies are to be expected to occur, in the affairs of nations, in which there will be a necessity for…
After working with private clients for 27 years, I’ve done many non-traditional things beyond offering them investment advice. I’ve gone…
The Ongoing Influence of Fed Intervention The markets responded immediately when the US Federal Reserve announced it would intervene in…
The world is aging at a much faster rate than we previously anticipated, even 10 years ago. Following the pandemic,…
Defined contribution (DC) plans, among other retirement savings vehicles, are the most common ways that US workers save for retirement.…