“Things Always Become Obvious After the Fact” – Nicholas Nassim Talib, Essayist, Statistician Forecasts are an important part of our daily lives. We leave the...
Investment News
How we’re adjusting portfolios for market turbulence
The war in Ukraine has created some stock market turbulence. Key questions are: What further turbulence might we expect? And how are we adjusting portfolios to match the situation?
Managing portfolios through a bumpy, banner year
2021 was a banner year for stocks, but it also held market and economy twists that few predicted. As writer and educator Laurence J. Peter says, “An economist...
Concentrated stock 101: Balancing risk and reward
A concentrated stock can give you the opportunity “to shoot the moon,” but it has risks. See our strategies for balancing risk and reward.
How economic factors affect portfolio strategy
We want to give you a peek into how Laurel Wealth Planning takes economic factors like inflation, the job market and federal legislation into account on your behalf.
Dispelling 3 myths about women and investing
You may have heard many myths about women and investing. Explore the research debunking these myths — and learn why we don’t believe they should dissuade women from investing.
“Shelves and jobs” reflect the state of the economy
Strong demand and short supply are the central themes this past quarter. We expect this to continue in the year ahead.
Where do we go from here? Consumers & inflation
Many areas of the stock market have continued to be exciting in 2021 as we have begun moving away from the COVID-19 lock down.
Our outlook on current U.S. inflation
A client recently asked me if we are moving to hyperinflation. I answered “yes” to the inflation, but “unlikely” to the hyper. Here’s why.