by Joseph "Bo" Billeaud | May 19, 2022 | Blog
Charlie Ellis, called Wall Street’s wisest man by personal finance columnist Jason Zweig of the Wall Street Journal, is a renowned investment consultant I have quoted many times. The thrust of his advice (indeed, he wrote the book on it) is for investors such as us...
by Joseph "Bo" Billeaud | May 9, 2022 | Blog
A booming economy. Animal spirits in the financial markets pushing speculative stocks up to unheard of valuations. Rising inflation pressures pushing bond yields upward. An overseas war dominating the news cycle… Sound familiar? The second half of 2020? 2021? Early...
by Joseph "Bo" Billeaud | Apr 27, 2022 | Blog
Everybody knows – 1. Inflation is back. 2. The Fed is going to continue raising interest rates until inflation breaks. 3. Rising energy prices, food prices and interest rates are an economic depressant, but the Fed’s got this. Here’s what everybody doesn’t know...
by Jonas Lowery, CFP® | Apr 12, 2022 | Blog
I’ve put off writing about the topic of budgeting for some time now, probably for the same reasons that most people hate talking about it. Budgeting is boring, inconvenient, and restrictive. Aside from all that, many get to a point where they don’t feel they need a...
by Joseph "Bo" Billeaud | Mar 16, 2022 | Blog
This is important, so please read. Remember this chart from our recent blog A Timeless Lesson – Don’t Miss the Forest for the Trees? Well, there is another chart below that goes along with it. It is a graphic of the portfolio declines experienced along the way. Since...
by Montgomery Gossen | Mar 4, 2022 | Blog
As we cross into the second week of the Russian invasion of Ukraine, investor willpower is being put to the test. On top of the war, investors are combatting inflation concerns and impending interest rate hikes that have initiated selloffs across multiple financial...
