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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
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