Archive of Situation Analysis Articles
- Why Inflation and Rising Interest Rates are a Problem for 60/40 Portfolios
As inflation spikes and the Fed signals a shift in rate policy, is it time to end the 60/40 asset allocation mix in favor of a rule adjustment?... more
- In a Tumultuous Market Investors Need to Focus on What They Can Control
Emotional involvement with your investments often leads to costly behavioral investing mistakes. You can’t control the market but here are some ideas on what you can do.... more
- Tax Planning for 2022—What to Expect
For 2022 tax planning there are several provisions from previous legislations either expiring or in the process of phasing out. There are some lesser-known provisions that could impact 2022 taxes.... more
- How Should You Prepare for the Next Market Downturn?
Have a sound, long-term plan for investing. Don’t let emotions drive your investing decisions.... more
This website and the articles contained within are provided as a free service to you and for general informational purposes only. Information on this website is not intended to provide legal, accounting, tax or other advice. Please consult your attorney, accountant, or financial or other advisor with regard to your individual situation. We also make no warranty or representation regarding, and do not endorse, any linked websites or the information appearing there.