1. This has been the most common question I received in March. It seems every day there’s a new headline regarding the war in Ukraine and the 40-year high inflation. It’s interesting too seeing that I just completed an internal review of the portfolio positioning. As an aside, there are no portfolio changes this quarter. The review process consists of 47 data points against 3 other portfolios managed by household name firms. Just contact me if you’d like to do a deep-dive.

1. This has been the most common question I received in March. It seems every day there’s a new headline regarding the war in Ukraine and the 40-year high inflation. It’s interesting too seeing that I just completed an internal review of the portfolio positioning. As an aside, there are no portfolio changes this quarter. The review process consists of 47 data points against 3 other portfolios managed by household name firms. Just contact me if you’d like to do a deep-dive.

This has been the most common question we’ve heard over the past month. It’s an understandable question, especially seeing that that Russian stock market is poised to be closed, as of this writing, for the fourth straight day (3/3/22 WSJ.com). It’s also interesting to note than many Russian companies are going to be cut from Global indexes, which will most likely pull the company values even lower. While the Russian stock exchange is closed, other international ETFs that follow the Russian economy aren’t closed. Simply by looking at two of these ETFs, they are down about 70-75% since the start of the year (ETFs are RSX, and ERUS, from Yahoo Finance). I don’t know about you, but I certainly feel like the Global sanctions against Russia are working and I doubt the populous in Russia is excited to see these downturns.

Why shouldn’t I just put all my money in the S&P 500?

In this edition, we’re going to focus on 2021 outcomes and 2022 outlooks.

In this edition, we’re going to take a deep-dive on inflation and do a lighter touch on broad equities

In this edition, we’ll cover Stagflation, Build Back Better, and How to Invest during the next 20-50% decline!

If you plan to send your kid to college, your Expected Family Contribution (EFC) is THE most important financial number in your life. Colleges use the financial information that you give them on the FAFSA®(financial aid application) to calculate your EFC to determine how much tuition you can afford to pay before they offer any grants and scholarships.

Many colleges even use your EFC to qualify your student for admissions and merit scholarships. Your EFC can literally be the difference between getting accepted, put on a waitlist, or outright rejected.

NEVER, NEVER, NEVER complete the FAFSA® (financial aid application) before you know what your Expected Family Contribution (EFC) number is.