Each month I discuss our ETF and 401k asset allocations. Please read in the context for you. Register for free access.
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Midyear Outlook & Game Plan
2023 Midyear update for clients and the interested. This market is less certain than usual. We are at an “anything can happen” area and should be ready for anything that can happen. Sign-up for free access.
Read MoreThe Inflation Narratives Are Probably Wrong
The hyper stimulated “reopen” trade is not the reason for inflation. It’s all about oil and supply chains. Inflation probably doesn’t fall until the end of 2022. Register to read.
Read MoreUsing REITs In Your Portfolio
REITs are favorites among dividend investors. But there is a fallacy that real estate as an asset class outperforms stocks in general. That is not true. Over most time frames, REITS as a group trail the broader stock market. REITs have use for income and growth, but we must be very selective.
Read MoreQuarterly Outlook & Game Plan (April 2020): Coronavirus, The Economy And Investing
Coronavirus is going to have lasting impacts on society and investing. We must have caution, but not be afraid. Register to read.
Read MoreETFs We Might Add
With the flow of money out of “old economy” and “grandpa stocks”continuing, using corrections to upgrade our asset allocation is an essential idea. Already, we have raised cash on anticipation of a summer correction.
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