by Asset Strategy | Nov 30, 2022 | Barron's, Inflation, Retirement Planning
Barron’s Retirees and investors on the cusp of retirement are under stress this year. Inflation has spiked to multidecade highs, stocks have tumbled, and bonds—a haven in normal times—have slumped. The traditional portfolio consisting of 60% stocks and 40% bonds...
by Asset Strategy | Nov 28, 2022 | Financial Planning, Investing
If you live in or have visited a big city, you’ve probably run into street vendors – people who sell everything from hot dogs to umbrellas – on the streets and sidewalks. Many of these entrepreneurs sell completely unrelated products, such as coffee and ice cream. At...
by Asset Strategy | Nov 23, 2022 | Forbes, Investing
Thanksgiving seems an appropriate time to consider the “Turkey problem” as it relates to risk management. Nassim Taleb introduced the world to the “Black Swan” concept and used this example to illustrate the issue. Imagine the life of a turkey where a kind farmer...
by Asset Strategy | Nov 23, 2022 | Investing, Real Estate, Wall Street Journal
Investor buying of homes tumbled 30% in the third quarter, a sign that the rise in borrowing rates and high home prices that pushed traditional buyers to the sidelines are causing these firms to pull back, too. Companies bought around 66,000 homes in the 40 markets...
by Asset Strategy | Nov 21, 2022 | Financial Planning
Some of the biggest challenges many people face when it comes to education are financial. Luckily, a 529 college saving plan can help. And they’re not just for college anymore. Added to the tuition eligibility are K-12, private and religious schools. These funds...
