Inflation, Recession, War...Oh, My! by Jack Moller, CFP®
“It’s the Economy Stupid!” (credited to Bill Clinton’s campaign manager James Carville in the 1992 presidential race) After several crazy years with the focus on Covid...
Capitalization-Weighted Versus Fundamental Indexing by Brian Fritzsche, CFP®, CFA, CRPC®
A key tenet of Moller Financial Services’ investment philosophy is to utilize index funds to get low-cost exposure to the various asset classes that make up an investment...
Inflation and a Financial Plan by Nancy Fehrenbach, CFP®, CFA
You cannot turn on the TV or read a newspaper without seeing articles talking about inflation lately. While you may hear economic data reported from time to time...
Paradigm Shifts by Jack Moller, CFP®
I’ve been thinking about the concept of paradigm shifts and also trend changes. It seems important to consider these topics in the world today when so much disruption...
Overview of Retirement Plans for Small Businesses by Brian Fritzsche, CFP®, CFA, CRPC®
According to a 2020 J.P. Morgan survey, just under 50% of small businesses offer a retirement savings plan to employees. Another survey shows that less than 30% of businesses...
Closing Bells (to the tune of Jingle Bells)
Past year no major falls The market’s on the rise Despite the bears’ crash calls It reached 66 new highs Inflation, will it last? Only time will tell How hard it is to make...
