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This is not to suggest we don’t face many challenges. The pandemic has caused a variety of problems, including significant stimulus debt, higher inflation, supply chain disruptions, slower growth and more....
Pandemic policies led to supply chain disruptions, which increased inflation. Fiscal stimulus meant more folks had money to spend, which increased demand and inflation. In 2022, with the benefit of hindsight, we know the result...
For investors nervous about today’s economic climate, it is perhaps instructive that during the market pullback, Warren Buffett added the most assets to his portfolio since 2008....
For investors, in my view, the impact of a recession is more about expectations. As mentioned above, by the time there is enough data to officially declare a recession, markets have already moved on...
Rebalancing involves adjusting the proportion of asset types to ensure it reflects your continuing goals. This is done because, over time, the value of the securities that make up your portfolio can rise and fall at different rates...
A repeat of the 80s seems unlikely, a number of factors took place from 1965 to the end of the 70s which resulted in the extreme interest rates of the 80s, we are in a different environment today...
I believe the current environment is largely a result of the pandemic, the lock downs and the all the fiscal and monetary stimulus. We are in a unique environment...
With heightened volatility in the markets, it may be easy to lose sight of the importance of time in investing. However, the merits of maintaining a longer time horizon to take advantage of the power of compounding should not be overlooked...
Staying healthy was by far the most important goal at the time of retirement, 81% said this was very or extremely important...
Better tax planning may help put funds back into your hands. Inflation is often referred to as the “silent tax.” As such, why not consider tax planning exercises to help put funds back into your hands?...