Economy

Inflation – Is It Behind Us?

Around this time last year, inflation started to rear its ugly head in earnest.  “Transitory” inflation was gaining traction.  Over the next 12 months, prices jumped big time, and the Fed responded with interest rate hikes to slow the economy.  We are seeing signs of the economy cooling: layoffs and some corporate downsizing, and mixed […]

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Inflation and the “Post-Pandemic” Portfolio

Just as we have adjusted to everyday life with a global virus, and worked through waves of Delta, Omicron and BA2, BA4, BA5, our financial lives are beset with old fears about inflation, recession and financial market declines.  We knew that we would not be able to just flip a switch and turn the post-pandemic […]

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A Cold, Dark Winter: Crisis, Uncertainty, Ukraine

This month’s intended topic was taxes.  We know that the best laid plans will hit one obstacle or another along the way.  But having a plan – and sticking to it – is one of the best countermeasures to uncertainty. And so this week began with an escalating crisis in eastern Europe. With a 24-hour […]

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Farewell, 2021 (and Good Riddance)

Before we welcome the New Year, let’s take a quick look back at 2021. In my view it has been a terrible year.  In addition to the ongoing and awful pandemic with all its associated economic difficulty, here in Washington state we had a disastrous roll-out of a badly-designed state long-term care plan (the WA […]

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Taking Stock of Markets: Institutions, Inaugurations, Elections, Insurrections

After the first week of the year, you might have wanted to cancel your 7-day trial subscription to 2021. But onward we went: election, insurrection, inauguration, impeachment. It shows that the Universe has a wicked sense of humor when we were closing out an impeachment hearing over President’s Day weekend. I’m going to try to […]

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Holiday Planning…During a Plague

Stock market watchers often talk about whether “this time it’s different”: Does this bull market reflect the same conditions as the last one? Is this downturn different from the one just before the last recession? This time, is it different? Almost always, circumstances might be different, but business cycles are more or less the same. […]

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Coronavirus, the Economy and a Recovery: The Way Through, Part 2

March seems like a long time ago, even though it’s only been six months. Life in Corona Times. Back in March we had just started shutdown here in the United States, the economy ground to a halt with exception of a few essentials, the stock market plummeted. We found comfort in Netflix and a stockpile […]

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