As 2023 began, inflation was elevated, US policy makers were in a rate-hiking cycle, and talk of recession was in the news. Investors could be forgiven for expecting big changes in US Treasury yields before year’s end. But as it turned out, yields finished about where they started. In a recent webcast, Co-CEO and CIO Gerard O’Reilly talked about what this means for investors and why there is no reliable way to predict interest rates.
Douglas Finley, MS, CFP, AEP, CDFA founded Finley Wealth Advisors in February of 2006, as a Fiduciary Fee-Only Registered Investment Advisor, with the goal of creating a firm that eliminated the conflicts of interest inherent in the financial planner – advisor/client relationship. The firm specializes in wealth management for the middle-class millionaire.
Small Cap, Big Difference
Financial Goals: Your Tickets To Ride
Looking for the Next Nvidia May Shrink Your Return
What’s Baked into Your Credit Exposure?
Top 500 Stocks, Give or Take $2.1 Trillion
Japan in the News, But It’s Nothing New
Curve Your Enthusiasm with Fed Activity
Bringing Order to Your Investment Universe Part 2: Transitions and Taxes
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