It’s hard to escape the constant chatter about rising interest rates lately, so it was only natural for a client to ask about the interplay between interest rates and asset prices. Interest rates are an essential driver of asset prices. You don’t have to take it from me – here’s a quote from famed investor […]

On Wednesday, the US Federal Reserve issued yet another increase in the Federal Fund Rate, bringing it to 3-3.25%. (Note: you can read more detail on the meeting and the implied rate path here) I listened to the press conference from Federal Reserve Chair Jerome Powell – and one phrase kept coming into my mind […]

One thing you have to love about the world of finance is all the acronyms! It can be hard to keep track of them all. A recent headline made me laugh when I read it – “Forget TINA, get reacquainted with CINDY.” No, the article was not talking about long lost friends. It was referring […]

A client asked for a debrief on the Federal Reserve’s actions. Here we go! What happened at the meeting? On July 27, 2022, the US Federal Reserve (the “Fed”) once again raised the Fed Funds Rate by 75 basis points. The Federal Funds Rate now ranges from 2.25-2.5%, up from near zero in March. This […]

It’s not every day that a meeting of the US Federal Reserve Bank becomes a spectator sport. However, today (June 15, 2022), there was considerable buzz around this event. There was a countdown clock, endless commentary/predictions, and a televised press conference. Jay Powell (Chairman of the Federal Reserve) is now a well known celebrity (for […]

August 15, 2019 If you were anywhere near financial news yesterday, you likely heard the term yield curve inversion more than a few times and observed a sharp equity sell-off.  We thought it was worth explaining what that term actually means – and why it may matter for investors What are bonds again? The global […]

I recently attended Schwab’s IMPACT conference in Washington DC. IMPACT is a conference for independent advisors that custody assets at Schwab (like Windermere). The three day agenda is filled with education sessions on the markets, economy, and our practices as well as high profile keynote addresses and opportunities to connect with money managers, Schwab personnel, […]

Summer has finally arrived.  There is a seemingly endless list of things to do and places to be – leaving even less time than usual to focus on your money and the markets.  What key items should you be paying attention to?  We suggest keeping your “eye on the TIGER” – Trade, Interest rates, Growth, […]