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Friday, May 12, 2023

Key Takeaways o The government’s borrowing limit is estimated to run out by early June. o Investors should prepare for potential volatility as increased partisanship in Congress will potentially only be resolved at the...

Tuesday, May 2, 2023

Key TakeawaysUS dollar has gotten a lot of press recently.Some “de-dollarization” is likely to occur over time.The long-term impact is both positive and negativeDollar fears After a decade of relative strength, the US...

Tuesday, April 11, 2023

Mastering the art of progress doesn't necessarily mean moving forward all the time. Sometimes, taking two steps backwards can actually help you move three steps forward in the long run

Thursday, March 30, 2023

Goals, Mile-markers and Horizons… Opening Day 2023Walking through the tunnel at Shea Stadium back in the 80’s and early 90’s was always such a thrill. It was the meeting of the expansive infield against the emerald...

Friday, March 3, 2023

Day One: 2023 AssetMark Gold Forum  The theme of the conference was LIMITLESS and “Ode to Joy” played at 9:00 a.m. Monday morning as CEO Natalie Wolfson took the stage. And I immediately thought of my...

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Monday, February 13, 2023

What is The Debt Ceiling?On January 19, the US government reached its legal $31.4 trillion (T) debt limit1. The debt ceiling is about paying the bill on purchases already made, just like paying your credit card bill. The...

Friday, February 10, 2023

Question: What happens in Vegas?Answer: Improving our business systems, partnerships and money management for our clients.This week I spent time in Las Vegas working with the leadership team of our RIA, The AmeriFlex Group, on...

Friday, January 13, 2023

Last year was an exceptional year, and not in a good way. There was no shortage of worries during the year from COVID-19, the Ukraine war, and the most central story of all: inflation and interest rates. In this edition of On the Mark,...

Thursday, December 1, 2022

This year has been a head-scratcher for most investors, given it has seen the worst period of returns for bonds while also seeing an equity bear market. Alternative investments have been used by institutional investors for many years...