This week, Tim looks at the key question every investor and fiduciary may ask themselves before making a market decision, where could I be wrong?

This week, Tim discusses the recent CPI report and how stagflation may come to more of a forefront in the coming months and how mild stagflation will become the new reality.

This week Tim discusses the Fed decision to raise the target rate 75 basis points and the long-term implications of today’s inflationary cycle.

This week Tim discusses the long-term view on the 60/40 portfolio. The traditional success of a 60/40 equity and bond allocation has been undermined by elevated inflation over the past year. While inflation will come down over the coming months, the secular risks such as deglobalization and aging demographic will lead to a more inflationary environment over the coming decade. The result is that a more defensive allocation that includes principal protection is warranted.