Category

Investment Management

Forward Thinking

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The markets have always been a predictor of what’s to come. Everything feels bad, looks bad, and the outlook seems pretty bad on many fronts for the rest of this year. The market, both on the stock and the bond side, agrees with that sentiment. Hence, the terrible performance for both stocks and bonds so […]

The Name’s Bond, I Bond

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In most cases, inflation is the enemy of investors. There are multiple repercussions when prices rise, most of which are bad. Gas prices are up throughout the country. In a recent trip to the PNW I filled up for well over $5/gallon! The Federal Reserve typically looks at raising interest rates to fight inflation.

Investors and the Terrible, Horrible, No Good, Very Bad Quarter

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It has been a rough start to 2022, and as quarter numbers are finalized, they are just confirming how rough it has felt for all investors:   Source: Bloomberg, FactSet, FTSE Russell, MSCI, NAREIT, Standard and Poor’s, JP Morgan Asset Management.   The only thing that is positive in 2022 so far is energy

The Big Picture

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When thinking about the blog topic for the day, the only thing that seemed appropriate to write about is the ongoing conflict in Ukraine and the economic fallout seen in the market over the past few weeks.  Heavy topics to take on in a short blog post, so please excuse the length of this one. […]

The Splits

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In all the market drama of January, Google’s announcement of a stock split went unnoticed by many investors who were distracted by all the other crazy market moves. On February 1, Google parent company Alphabet said it would split its stock 20–1. That means that for every 1 share of Google an investor owns, after

Keep Calm and Carry On

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If I didn’t address the elephant in the room, I feel as though I’d be doing our weekly blog a disservice .  And for anyone who has turned on the television, radio, or news recently, I am almost 100% certain you know what I’m referring to ….  we are 15 trading days into the year […]

Strategizing

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Every winter, the Yakel household gets complicated with the start of basketball season. Melanie and Ethan play basketball and I coach the varsity girls at their school. Lots of long nights at the school gym!   This year, the varsity girls team kicked off our season by winning the preseason tip-off tournament and

Why Is Taking Financial Risk Important?

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No matter where you are on your financial journey, controlling your finances is one of the most important things you can do for your future. While it’s challenging to break the cycle of living paycheck-to-paycheck or find money to invest when you’re supporting kids or helping aging parents, building your own

Asset Classes

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What is an asset class? An asset class is a group of similar kinds of investments. It’s a generalization, not a detailed description, and can help you understand and manage your investments at a high level. The four main asset classes are: Stocks – when you buy a stock, you become a part-owner of a […]