News & Insights

There Is Risk and Then All Those Other Risks

CFA vs. CFP® vs. CPA: Which is the right option for you?

Financial planning can be a little overwhelming at first, but it’s important to make sure you’re as informed as possible. In general, there are three commonly known types of financial professionals. If you’re not already familiar with the industry, they can be hard to distinguish. To help you better understand how to distinguish CFA vs. […]

Hurricane Ian Alert – September 27, 2022

The Fed was wrong that last year’s inflation would be transitory: Here’s how we know

For much of last year, the economists at the U.S. Federal Reserve Board confidently told the public that the rampant inflation we were experiencing in the U.S. was “transitory.”   Well, was the inflation actually transitory? It appears that they were wrong, and increasingly so as time goes on. This won’t surprise anybody who has […]

Locking in “real” losses: Are bonds a good investment in 2022?

You probably know that the “real” return of an investment is the gains and income you receive minus inflation and taxes. Most of us invest with the idea that, over time, we will experience positive real returns. One would imagine that the cadres of bond investors have that same expectation. But the current situation is […]

Financial Insights – September 15, 2022

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