This may not be inflation similar to what the US experienced in the late 70s, but for a generation of Americans, this is unfamiliar territory. Inflation, as measured by the Consumer Price Index (CPI), was up +6.81% on a year-over-year…
The Omicron variant of the COVID-19 virus arrived in the US last week, first identified in California. As employers experienced with the earlier Delta variant, this new strain of the coronavirus could cause employees to back away from “work-in-person” jobs,…
When planning for retirement, diversification typically references an investment allocation that incorporates various asset classes. However, a truly diversified investment strategy should go one level deeper, taking into consideration the tax treatment of one’s retirement savings. We call this Diversification…
