The Three Acts of Inflation
A dominant theme that we will be watching closely in 2025 is that of Reflation. In prior blog posts, emails, videos, etc. we have tried to shine a light on the fact that inflationary cycles tend to follow a fairly consistent pattern in history. I’ve often referred to this as the “3-Act Play”
Identity Protection Best Practices
Join Casey Fulp, CFP(r) as he dives into identity theft protection and the history of credit reporting. In this short video he will share several best practices to ensure you stay ahead of threats to your identity and financial well-being.
Driving a Minivan on the Autobahn
The minivan is your financial plan and investment portfolio. The investment market turmoil of 2022 is akin to the flight delays, hindering you from reaching your destination as quickly as you may have hoped. Inflationary pressures, Federal Reserve monetary policy, a looming recession risk, and geopolitical instability are akin to the bad weather all around. And those cars racing past you? Those cars are the S&P 500 and Nasdaq 100 indexes. More specifically, those cars are what have been dubbed the “Magnificent 7 stocks”, or “Mag7” for short.
Market Update & Commentary - September 2023
Is the sky falling? Soft Landing or Hard Crash? Let’s look at the weight of the evidence.
CHAMP Principles 1 - Our Master Indicator
Casey V. Fulp, CFP®️ takes a deeper dive into the CHAMP Master Indicator. In addition to exploring the purpose of having a rules-based investment discipline, he discusses what this master indicator has recently signaled and what that means for the markets as we look ahead.
Market Update & Commentary - June 2023
Are we in the clear yet? Is the pain and uncertainty of the past few years over? Will we see a recession? What does that mean for how we plan for our financial future? In this video, Casey Fulp, CFP®️ offers some thoughts and analysis of the investment markets and what we are watching to help understand where things stand.
(Re)Learning How to Fall
We all have a lesson to re-learn. Once upon a time we all learned and remembered how falling was going to be part of the journey. It was the only way to get there, wherever “there” was. Then we forgot. As we reflect on the past year, and peer into what the year ahead may hold, so many are lamenting the state of investment markets.