We’ve never had a scenario where inflation went down without a recession. The current Fed tried to navigate a soft landing (cooling the economy without going into recession) by hiking rates with the plan of bringing them back down once inflation goes away.

Whatever “this” is in 2022—the post-pandemic inflation where things are good, but also not so good. We’ll look back at this period and say, “I should’ve done this,” because we’ll benefit from hindsight. “In this economy?” covers so many things, and I won’t be able to use it forever.

There’s a saying, “It’s a recession when my neighbor loses his job, it’s a depression when I lose my job.” Technically a recession is six months of falling GDP (gross domestic product).

It might seem odd that stocks do well when the real-world economy looks ugly. The divergence is more common than you might think. Both the stock and bond markets rebounded during a slew of bad news.

During the Great Depression, deflation was one of the biggest issues. At the time, many thought removing the gold standard would be inflationary. Bank runs were common and hoarding gold became outlawed. Money itself became valuable, not goods and services. That’s one of the dangers of deflation.

Money tends to find a home. When financial conditions are loose, those homes go from strong and sensible to shaky and speculative. When financial conditions tighten, the shaky investments tend to go first.

Direct indexing is a strategy that involves purchasing the individual stocks that make up an index, rather than buying the index fund or ETF to track that same index.

Changes in supply & demand have reached a new era—now we have too much stuff. This shift means stores and warehouses have no space to store all of the excess inventory.

One reason Consilio Wealth Advisors went independent, was to access a greater variety of investment & technology solutions for our clients. With improved flexibility, we’re now able to provide our clients with greater value.

After being confined to their homes, Americans are spending on long-delayed vacations, weddings, etc. The shift has caused demand to increase for hotels, car rentals, and airlines. All of these industries are working to build back staff headcount, since purging in 2020.

No matter what you do for a living or your future goals, it’s important to ensure your hard-earned dollars are safe and accounted for. One of the best ways to keep track of these items is by doing an annual review, focused on unclaimed assets, credit reports, and password security.

What once were high flyers, Netflix, Meta, and Paypal are moving to the Russell Value 1000 Index. What makes these companies suddenly classified as “value”?

Are you searching for more information on the differences between an RSU vs options like NQSOs and ISOs? To get the right stock options for your needs–and for valuable advice on using these options–read on.

The market sentiment shifted from high inflation to possible recession. The first half of the year is a gentle reminder that not everything is permanent.

The S&P500 had recently entered the bear market territory, an arbitrary mark of 20% down from previous highs. If you’re wondering, “what is a bear market?” We broke it down for you.

The S&P 500 entered bear market territory (20% loss) during the second week of June. Inflation has taken over as the main worry on every investor’s mind. Going back to the 1950s, consumer sentiment has averaged 86. The latest reading at 50.2, the lowest on record.

As a Microsoft employee, one of the key elements of your compensation plan are your stock awards - aka restricted stock units (RSUs). Microsoft RSUs can be extremely beneficial if you know what steps to take. Keep reading for a complete guide.

There are two types of inflation measurements - headline and core. Headline inflation measures everything from furniture, cars, food, gas, etc. Everything that has a price, gets counted. Core inflation measures everything except for food and gas.

When you ask most tech professionals which of their most valuable asset is, many will tell you it is their real estate or stock portfolio. However, at Consilio Wealth we believe that your biggest asset is your ability to earn an income.

When the world was sheltered in place, lots of people found a new interest in stock market trading. Gamestop, AMC, or stocks with questionable business prospects were “going to the moon”. It has since evolved into cryptocurrencies, NFTs, and other obscure investible assets.

Remember when the markets were volatile, and you were hesitant to buy at every chance you got? Here’s a recap from the future (2032).