by Holly Cloutier | May 17, 2022 | Financial Planning
There has been a lot of news and economic data driving financial markets in recent weeks: first quarter economic growth and corporate earnings, unemployment and inflation reports, another Federal Reserve meeting, and of course, continued geopolitical events such as...
by Holly Cloutier | Apr 14, 2022 | Financial Planning, Investment
Old School Cocktail: Inflation Mixed with Russia Conflict For those of us who remember the 1970s and 1980s, the last few months may have seemed like a throwback to that era. Inflation was raging and the Cold War was in full effect. But, 30 years after the end of the...
by Holly Cloutier | Mar 18, 2022 | Financial Planning, Investment
As you may have seen, the Global Asset Allocation Strategy purchased stocks on Tuesday 3/15. This brings the portfolios in-line with target risk allocations after the NASDAQ stock exchange, Russell 2000 Small Cap Index and many global stock exchanges fell by 20% or...
by Holly Cloutier | Jan 21, 2022 | All, Financial Planning, Investment
Quarterly Update for the Quarter EndingDecember 31, 2021 Running into the Wind Marathon runners much prefer to run with a tailwind rather than a headwind. A tailwind, or wind at your back, allows for less effort and stress on the body, and better results. Conversely,...
by Holly Cloutier | Jan 14, 2022 | All, Financial Planning
Cryptocurrencies have taken the world by storm. At a price of about $43,000 as of the writing of this newsletter, Bitcoin has a market capitalization of $815 billion, based on 18.9 million tokens in supply. Ethereum has a market capitalization of $390 billion.[1] So,...
by Holly Cloutier | Oct 18, 2021 | All, Financial Planning
While the economy is still expanding, the pace of the expansion growth slowed a bit in the third quarter. Many in the U.S. were expecting that summer would see a return to a somewhat more normal way of life – whatever that even means anymore. However, the more severe...
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