Category: Asset Allocation
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Inflation Protected Bonds
Battling Inflation with Inflation Protected Bonds Introduction: Inflation – The Retirement Nemesis Inflation is like a sneaky thief that can chip away at your retirement savings. Just when you think you’ve secured your future, rising prices can erode your purchasing power, leaving you with less than you planned. Fortunately, there’s a defensive play in your…
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Portfolio Rebalancing – Halftime 2024
Halftime 2024 – Portfolio Rebalancing As we hit the halfway mark of 2024, and the stock market is near all-time highs, it’s a perfect time to review your investment portfolio. Just like a football coach adjusts strategies based on first-half performance, now it’s time to assess your strategy and make adjustments, like rebalancing your portfolio,…
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Higher for Longer Interest Rates
What Can An Investor Do About High Interest Rates? While inflation has been gradually decelerating, the Personal Consumption Expenditures (PCE) price index, a key inflation metric used by the Federal Reserve, was up 0.3% for April 2024 and 2.7% year over year. This means that inflation remains stubbornly above the Fed’s 2% target. As a…