Markets Are Resilient
Let’s go back to May 1st, 2016 to the dawn of Financial Zen. (Yes, again. Just indulge me.) We were 6 months from the most
So, you’re interested in enrolling in our Foundations Program, but you’d like to learn a bit more about our financial philosophies first. Or perhaps you’re already well on your way toward becoming a Financial Zen Master and, overachiever that you are, you’re keen on learning all that you possibly can about smart money management. You’ve come to the right place. The Financial Zen blog is jam-packed with useful information, such as…
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Let’s go back to May 1st, 2016 to the dawn of Financial Zen. (Yes, again. Just indulge me.) We were 6 months from the most
I won’t bury the lead… Dollar-weighted returns – BAD. Time-weighted returns – GOOD. Here’s why: You invest $100,000 and it grows to $200,000 over 10
I’ve lived through many downturns during my career, but this one is different. Normally market downturns only last two quarters. This one is now in
I read the Inflation Report yesterday, so you don’t have to. Trailing 12-month inflation is now at 5%, the lowest it’s been since May 2021.
ENOUGH! This is the fastest rate increase in US history. Can we pump the brakes to see how it’s affected things?!?!?! Then again, if you’re
The financial news has felt heavy lately. Bank failures and more layoffs and stubborn 6% inflation… Entering month 15 of this economic winter, seasonal affective
Uncle Jerome raised rates another 0.25% yesterday. It might have been the most anticipated rate announcement in history. The “will he / won’t he?” narrative
The last 14 months have been rough, so pat yourself on the back for making it this far. Since January 1, 2022, the S&P 500
I’ve received more than a few concerned emails & DM’s over the last week all related to the SVB failure. So here’s a layman’s breakdown
ICYMI – Over the last 72 hours, Silicon Valley Bank, a bank with $209 billion in assets – has failed. The regulators swooped in this