Most of us view our investment portfolio as numbers on a screen. However, investments represent money that we set aside for some future purpose or goal. Are we investing with that goal in mind?
We may not be able to control the direction of the markets or the rate of inflation, but we can control the amount of money we spend.
I question why any financial advisor would want to use B.I.C.E., given the likelihood of significant reputational damage that would result for the advisor.
How much do investors worry about volatility? It comes down to their life stages. Dr. Brian Jacobsen takes a data-driven look at retiree and non-retiree viewpoints, with results from the Wells Fargo/Gallup Investor and Retirement Optimism Index.
If U.S. inflation rises above 2%, how much inflation overshooting would the Fed tolerate? The Bank of England’s policies may provide clues.
To me, it looks like investors have almost fully embraced the idea of low growth and low inflation. If either of these factors surprise to the upside, we could exit the relatively narrow trading range the market has been in for the past few months.