Earlier this month, the annual inflation rate—as measured by consumer prices nationwide—was recorded at 5%, which marks its highest reading in almost 13 years. We weren’t surprised, given that the […]
In April 2021, U.S. consumer prices jumped, reflecting both the post-pandemic economic recovery and the emergence of supply bottlenecks. The U.S. Department of Labor reported that its consumer-price index increased […]
For everyone living in the 21st century, it is clear how the advent of new technologies over the last three decades has shaped various aspects of our lives and the […]
Impact Capital’s quarterly research report seeks to highlight the latest developments most relevant to your investments and financial planning. In this installment of Three Market Themes, we focus on the […]
The S&P 500 Index is a very difficult benchmark for actively managed mutual funds to beat. According to the latest data1, 2020 marked the 11th year in a row the […]
Fixed income investments have historically been less volatile than stocks, which makes them an effective tool to dampen the volatility of your investment portfolio. With the yield on the 10-year […]
Impact Capital’s quarterly research report seeks to highlight the latest developments most relevant to your investments and financial planning. In this installment of Three Market Themes, we focus on the […]
When it comes to your portfolio, we are focused on the long-term. We hold each security in the portfolio with the intent of holding it at least one year for […]
After reading Part One in this blog series, you understand the risk of AAPL falling is greater than the tax impact from selling it. You decide to sell some of […]
Volatility returned to the markets last week. More on that later. If you haven’t read Annie Duke’s book1, “Thinking in Bets: Making Smarter Decisions When You Don’t Have All the […]
