Economy Portfolio White Paper 
The Big Picture
MARCH 6, 2025
To help us unpack all of this and what it means for your portfolio, let’s bring in Austin Goolsbee. Look, this, this is a t tangled, uh, this is a tangled web, uh, that is critically important to, to the economy. Um, and so I, I think in a higher rate environment, if you’re trying to cool the economy, this is always true.
Nationwide Financial
APRIL 6, 2023
As I write in our latest white paper , investors might no longer need to look for riskier investments to achieve their target returns. The 60/40 portfolio had its worst year in decades in 2022, with stocks and bonds declining in tandem for the first time in 45 years. Of course, there are still risks to consider.
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Brown Advisory
NOVEMBER 8, 2021
Global Cooldown: Tackling Climate Change Through Our Bond Portfolios. We seek to avoid climate risks while embracing opportunities for mitigation and adaptation in our sustainable fixed income strategies, using multiple layers of research and analysis in an effort to pursue improved risk-adjusted returns and decarbonize our portfolios.
Dear Mr. Market
NOVEMBER 23, 2021
In last quarter’s newsletter from My Portfolio Guide, LLC we put out a fairly bold prediction of the S&P 500 hitting 5,000 and the Dow Jones reaching 40,000 within the next year. The Fed is still very supportive to the economy and far away from tightening. Check your portfolio once a month or even quarterly.
Discipline Funds
DECEMBER 28, 2022
Understanding Money If you start with the following book, white paper and videos you’ll have a very solid starting point for understanding money: Pragmatic Capitalism – What Every Investor Needs to Know About Money and Finance (the only item on this page that is not free. Where Does Money Come From? What is the Purposes of Interest?
The Big Picture
SEPTEMBER 19, 2023
Her job is portfolio and product solutions and that means she could go anywhere in the world and do anything. And so I often would look at investments in my portfolio that may be different from what most other people put in their portfolios. That sounds great, but I only have spots in my portfolio for a Cape Cod.
Tucker Advisors
SEPTEMBER 8, 2021
To be fair, these annuities aren’t to be compared to a stock portfolio in terms of overall growth opportunity, but they can earn a respectable rate, all without market risk. You have dividend-paying stock portfolios, laddered-bond portfolios, rental income or annuities. So, in an expansionary economy, they’re great.
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