Inflation

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Effect of the Magnificent Seven Stocks

By |2024-07-15T15:27:01+00:00July 15th, 2024|Categories: Investment Planning, Single Point of View|Tags: , , |

Rene Jarquin July 2024 Market & Portfolio Commentary The S&P 500 Index has become very lopsided due to the run up of the 7 largest stocks in the index. While we have benefitted from this run up as index investors, this level of concentration can cause some anxiety and questions of what we should [...]

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What’s New(s) with Seth: February 2023

By |2023-04-13T14:49:22+00:00February 17th, 2023|Categories: Single Point of View, What's New(s)?|Tags: , , , , , , , , , , , |

Seth is back with this year's first installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Ben Carlson, an investment professional and author of the fantastic blog “A Wealth of [...]

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What’s New(s) with Seth: December 2022

By |2022-12-30T19:02:28+00:00December 30th, 2022|Categories: Single Point of View, What's New(s)?|Tags: , , , , , , , , , , , , , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Included in the Omnibus spending bill that the Senate passed earlier this month was the SECURE Act [...]

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What’s New(s) with Seth: October 2022

By |2022-10-31T17:42:50+00:00October 31st, 2022|Categories: Investment Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , , , , , , , , , , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  A recent Morningstar study found that investors earned ~9.3%/year in mutual funds and ETFs over a decade [...]

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What’s New(s) with Seth: August 2022

By |2022-09-20T15:51:08+00:00September 21st, 2022|Categories: Investment Planning, Single Point of View, What's New(s)?|Tags: , , , , , , , , , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Editor's note:  This blog post was supposed to go live last month.. but I forgot to set the [...]

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What’s New(s) with Seth: July 2022

By |2022-07-28T15:57:59+00:00July 28th, 2022|Categories: Estate Planning, Single Point of View, Tax Planning, What's New(s)?|Tags: , , |

Seth is back with another installment of “What’s New(s)?”  highlighting the topics that he’s following closely which might have an impact on you, as well as some others that he thinks you might find interesting or fun.  Governor Charlie Baker has a new budget plan that could change the draconian Massachusetts state estate tax [...]

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RJ Takes on Inflation

By |2021-07-16T17:06:28+00:00July 16th, 2021|Categories: Investment Planning, Single Point of View|Tags: |

The popular headline of the week/month is inflation. We haven't seen inflation (or defaltion) in the news this much since it was Tom Brady driving the headlines. Rene gives us a history lesson on inflation and outlines what is drivng the current spike and what we're thinking about/paying attention to looking forward. [...]

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1970s Inflation Redux?

By |2018-10-05T20:01:57+00:00October 5th, 2018|Categories: Investment Planning, Single Point of View|Tags: |

Should we fear a replay of the 1970’s High-Inflation era? Today’s jobs report points to an unemployment rate of 3.7% - the lowest since 1969, the year when the worst outbreak of inflation began to be felt.  From 1969 to 1982 inflation spiked to 7.3% annually and wrecked stock and bond returns – which were negative [...]

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