The Retractable (Debt) Ceiling
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...Read More
Demise of the US Dollar: Greatly Exaggerated or Destiny?
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...Read More
"Mastering the Art of Progress: How to Take Two Steps Backwards and Still Move Three Steps Forward"
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 runRead More
Goals, Mile-markers and Horizons… Opening Day 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...Read More
A Conference, a CEO, and My Grandfather...
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...Read More
Dooming Debt or Déjà Vu?
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...Read More
What Happens in Vegas?
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...Read More
Three Takeaways from 2022
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,...Read More
What's The Alternative?
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...Read More