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Category: Recent Events

A large crowd of people standing together outdoors. One person in the center holds up a small American flag.
  • Current & Economic Events, Recent Events
5 min read

What Washington Politics and the National Debt Mean for Long-Term Investors

While war escalates in the Middle East, a political battle is also heating up in Washington. As of this writing, there is still no House speaker in Congress after Kevin McCarthy's exit and Steve Scalise's withdrawal. While a number of Republican and House votes are scheduled to attempt to resolve this leadership vacuum, there are more political hurdles on the horizon. This only complicates the market and economic environment for investors who are already navigating higher interest rates, Fed uncertainty, stock market volatility, and more.
An elderly man and a humanoid robot sit on a couch; the robot is holding a book while the man looks at it thoughtfully. The setting appears to be a modern living room.
  • Recent Events
5 min read

ChatWHAT?

I’ve recently begun receiving several emails per day trying to sell me on the idea of using AI technology to relieve me of work that I do for my clients. I admit that I wouldn’t mind help getting certain things done, but in general I’m not so sure it would be a good idea.
Ukrainian flag waving in front of the Motherland Monument in Kyiv, with a cityscape and dramatic sky in the background.
  • Current & Economic Events, Recent Events
6 min read

How Geopolitical Risk in Ukraine Impacts Long-Term Investors

For long-term investors, facing periods of geopolitical risk is unavoidable. Headlines on regional and global conflicts can be alarming since they disrupt the typical flow of business and market news. These events are also difficult to analyze and their outcomes challenging to predict. Of course, this doesn’t stop many short-term traders from talking about....
A hand points to "2022" on a rising financial graph with global currency symbols and an upward trend indicating growth from 2019 to 2023.
  • Current & Economic Events, Investing, Recent Events
5 min read

Five Investor Lessons for 2022
Illustration showing two stressed individuals next to rising stacks of coins, with upward-pointing arrows and percentage symbols, depicting inflation.
  • Current & Economic Events, Investing, Recent Events
6 min read

Worried About Inflation? Here’s What To Do
A wooden signpost with two arrows pointing in opposite directions against a blue sky; one arrow is labeled "Old Job," and the other is labeled "New Job.
  • Current & Economic Events, Recent Events
4 min read

Why the Great Resignation May Be Positive for Long-Term Investors

Markets are increasingly concerned about tighter monetary policy by the Fed and its impact on valuations, interest rates and more. Recent FOMC (Federal Open Market Committee) meeting minutes confirmed that the Fed could slow its balance sheet expansion within the next few months and this week's virtual Jackson Hole Economic Symposium could provide more clarity around future rate hikes. How can long-term investors navigate the policy changes and economic uncertainty that lie ahead?
The U.S. Capitol building illuminated at dusk, with its reflection visible in the water of the Capitol Reflecting Pool in Washington, D.C.
  • Financial Planning, Recent Events, Taxes
7 min read

Will Your Taxes Be Going Up? According to Biden’s “New American Families Plan” Proposals, It’s Likely.
Construction workers in safety vests and helmets at a building site with scaffolding and various materials, under sunlight.
  • Current & Economic Events, Investing, Recent Events
7 min read

How Investors Can Navigate Growing Concerns in Q4 2021

As we begin the final quarter of 2021, the economy is shifting from a recovery phase to a sustained expansion. Investor sentiment has shifted alongside this, swinging from bullishness to bearishness. This is understandable because, while the underlying trends are positive, it's no longer the case that the economy and markets have nowhere to go but up. Challenges such as the pace of growth, fears of stagflation, debt problems in China, Fed policy, the government debt ceiling and more are weighing on investors' minds. How can investors balance risk and reward with a long-term perspective during the final months of the year?
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