Our team regularly reads articles from industry peers and trusted resources to stay up to date on financial markets.  We enjoy reading about topics related to economics, investments, current events, and financial planning.

In addition to circulating some of the best pieces internally, we thought our clients, partners, and friends might enjoy reading some of the same articles as us.

We received great feedback on the articles we circulated in the first two quarters of 2022, so we wanted to follow up with some more!

Here are eight recent pieces that our team members have read, along with some commentary on why we found the respective articles interesting.

Tom BuhrmannThe Illusion of Knowledge

A lot of clients have been asking us for our thoughts on what lies ahead, given the current challenges and ongoing uncertainty. It’s a perfectly natural and logical question, and this article provides what we feel is the correct answer. We all certainly have opinions, but at the end of the day, they are only educated guesses. Nobody can confidently and consistently predict the future for the economy, markets, etc.

Andrew CohnMarket Setbacks Don’t Need to Set Back Retirement Plans

Trying to time the market’s ups and downs with a long-term investment horizon is very difficult, if not impossible, to get right.  To have success, the active retirement plan account trader must get the timing right at least twice. Bear market rallies can confuse participants by suggesting a false bottom to the market slides. Older workers may need to make a partial defensive move to protect for the short-term; long lives in retirement require some growth to outpace inflation.  

Andrew DenenbergYou’re not good at this.

I always appreciate how Josh Brown, who shares our philosophy on investing for the long-term and avoiding the noise of the day-to-day, manages to explain what is happening in the short-term without driving people to an action that is likely to prove harmful to their financial plan.  In this piece, he (calmly) critiques the Fed for what he sees as a failure to do their basic job.

Michael GarrisonWhat is the Fed Doing?

This blog post stuck out to me as it shows just how off some of the recent Fed predictions have been with regard to unemployment and inflation.  It makes me wonder how fast they will change their minds with their current forecasts.

Kristopher GutowskiThe dollar is surging. This is who gets helped — and hurt — by its newfound strength

The dollar has risen to the strongest that it has been relative to global currency in decades. While it’s easy to think positively about a rising dollar and want to plan an international vacation, I thought I would share this article about how there are both winners and losers when the dollar strengthens.

Mike Karmin – There’s more upside than downside for long-term investors

The longer this goes on, the more bullish I get. We can point to dozens of events over the past century that caused a market sell-off. You know what happened every time? The market recovered…and then some. In this article, Sam Ro highlights some of the recent unnerving developments in the economy and the markets. He then astutely highlights the tremendous opportunity that lies ahead. 

Kathy KleinChris Vanderzyden of Legacy Partners: Five Things You Need To Know If You Want To Build, Scale and Prepare Your Business For a Lucrative Exit

While it’s not an article, per se, I just finished the book Mastering Your Exit Plan. The book discusses how to achieve maximum value from selling your business and creating your family’s best life. The link to the article above, by the same author, gets to the heart of the book. There are proven steps to maximize the value you can get from the sweat equity you have put into your business. There are easy steps to take now, well in advance of your sale, to assure that you have enough liquidity to fund your future lifestyle.

A.J. PriceThis is Not 2008

This article feels particularly relevant as we’re amid the most prolonged bear market since 2008. The reality is that today’s world looks much different than it did at that time. The average credit quality of buyers is significantly higher now than they were towards the end of 2007, reducing the risk of default on a mortgage. While there is plenty to be concerned about from a humanitarian, market, and economic standpoint, it’s important to zoom out and keep a long-term mindset.

Conclusion: We look forward to sharing more articles with you in the future. In the meantime, if you’d like to discuss how the topics in these pieces may apply to your own portfolio, please do not hesitate to reach out to a member of our team.  


Disclosure:

This article contains general information that is not suitable for everyone. The information contained herein should not be constructed as personalized investment advice. Reading or utilizing this information does not create an advisory relationship. An advisory relationship can be established only after the following two events have been completed (1) our thorough review with you of all the relevant facts pertaining to a potential engagement; and (2) the execution of a Client Advisory Agreement. There is no guarantee that the views and opinions expressed in this article will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security.

Strategic Wealth Partners (‘SWP’) is an SEC registered investment advisor with its principal place of business in the State of Illinois. The brochure is limited to the dissemination of general information pertaining to its investment advisory services, views on the market, and investment philosophy. Any subsequent, direct communication by SWP with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of SWP, please contact SWP or refer to the Investment Advisor Public Disclosure website (http://www.adviserinfo.sec.gov).

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