“By failing to adequately explain how inflation, compounded over time, significantly reduces spending power, we leave people vulnerable to the false assumption that the income they have today will still be adequate in 10 or 20 years. This is especially dangerous for people living on fixed incomes.” Sarah Newcomb, behavioral economist at Morningstar, “Explaining inflation […]
Tag Archives | Morningstar
Does Gold Really Hedge Inflation?
It’s not your imagination. Prices are going up. You may have heard that inflation numbers came in hotter than expected last month. The Federal Reserve maintains that inflation is “transitory,” meaning it concedes that prices are going up as the economy rebounds after COVID, but does not believe that those price hikes will be repeated […]
Why Your Spending In Retirement Looks Like A “Smile”
Our clients already know that we spend a lot of time researching the finances of retirement so we can help you get the most satisfaction out of your retirement years. Previous research has suggested that your spending tends to balloon in the “go-go” years just after retirement as you cram travel, eating out, and all […]
Stock Market Trending Toward New Highs? Or Ready To Crash? What Valuations Can’t Tell You
How many times have you heard someone say they were hesitant to invest in the stock market because “prices were too high,” or price/earnings ratios were above average levels? It’s not uncommon to hear opinions like that, as investors struggle to make sense of the market and draw conclusions about its future direction. Unfortunately, while […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
