Why the 2022 economic hangover was worse than expected
Most folks know a hangover is an unpleasant experience. The drinks go down easy, and it seems like a …
Investing
Change may be coming to the investment world
Over the past several years, I’ve talked both in the articles that appear on my website and in …
Larry Bakerjian reflects on life, retirement and 40 years of investment planning
Larry and Roxane Bakerjian enjoy a 1972 Tyrrell 002, a Formula One car once driven by three-time …
Be balanced and give the stock market time to recover
Many of you have been in this position before.
Like many of you, Bianca and I are attempting to …
Thoughts on the economy
Much has been made of the slowing global economy. I’ll comment on this, since I know several …
How to prepare for your long-term care – Part 1
INVESTMENT PLANNING
One day, you or someone you love may need daily living assistance or …
Is the bull market in stocks heading for a correction?
SPECIAL BULLETIN
The stock market is always ripe for drama. Last week, the Dow Jones Industrial …
Why has the stock market become so volatile?
The past several weeks have seen an increase in the volatility of global stock prices. Even our …
How should family and friends help with 529 college savings plans?
Can grandparents, aunts, uncles and others use 529 plans to help students?
It’s summer. While …
Bonds in a rising rate world
The Fed wants the economy to slow down a bit.
In March, the Federal Reserve Board raised interest …
Exciting changes are here at Asset Strategies
Adam Hartrum and Larry Bakerjian have a passion for helping clients fulfill their financial …
The S&P 500 is more concentrated than you think
If you make orange juice from frozen concentrate you can mix it too strongly. Add only a little …
Muni bonds still make sense
I’ve written about municipal bonds in the past. Now is a good time to update my thoughts on this …
Simple answers to big investment questions
What was the proper investment move to make during the past year, when the stock market fell, rose, …
Keep calm and carry on
I wrote an article in 2013 entitled, “History’s investment lesson.” The article showed that in …
Don’t be chicken of the Fed
Much has been written about when the Federal Reserve Open Market Committee will raise interest …
Putting market fears in perspective
It seems that we live in a society beset by fear. I don’t know why that is and I wish it wasn’t the …
Stick to your investment plan despite the news
Global news stories come at us with some regularity. Recent examples are the developing events in …
Is your portfolio changing with the times?
There’s an old adage that says nothing is as constant as change. All we have to do to prove …
Time to pull out of bond funds? Not so fast
Most bond investors know that there is an inverse relationship between their bond investments and …
Muni markets marked by Fed fixation
Two weeks ago the Federal Reserve, the central bank of the United States, made news when it …
Careful — Wall Street is trying to sell you something
One of the consequences of the incredibly low interest rate environment we have today is that …
History’s investment lesson
Investing can sometimes be a painful process. We see the positive long term numbers and wish that …
My Opinion: 5 reasons why municipal bonds are still attractive right now
In October of last year, I wrote an article on the municipal bond market. The gist of the article, …