Macroeconomic Analysis & Investment Commentary

Independent Fiduciary Advice & disciplined market commentary from Tim Hayes.

Economy

Unveiling the Truth Behind Money Creation: How Commercial Banks Create Money Out of Thin Air

An examination of whether inflation stems from supply shocks or money creation, analyzing pandemic relief spending, quantitative easing, and where new money enters the economy.
Read Analysis →
Economy

Understanding Trade Deficits: Economic Theory, Currency Markets, and Modern Policy

Understanding Trade Deficits: Economic Theory, Currency Markets, and Modern Policy By Tim Hayes, Financial Advisor for the Public and Not-for-Profit Sector Learn how trade deficits ...
Read Analysis →
Economy

Professor Campbell Harvey’s Yield Curve Research: How Inversions Predict Recessions

An inverted yield curve has predicted eight straight recessions. Learn why Professor Campbell Harvey's 3-month versus 10-year Treasury metric matters for your retirement portfolio.
Read Analysis →
Financial Planning

401(k) to IRA Rollovers: Navigating the DOL’s Fiduciary Rule and PTE 2020-02

Independent Boston financial advisor helping you complete a 401k direct rollover to an IRA the right way—avoid 60-day pitfalls, taxes, and penalties. Book a quick ...
Read Analysis →
Economy

Two New Books on the US Economy: Mechanics, Inequality, and Political Disintegration

Explore how macroeconomic money mechanics and historical elite cycles shape our economy in a review of Paul Sheard's The Power of Money and Peter Turchin's ...
Read Analysis →
Financial Planning

Understanding the SECURE Act and Trusts for Retirement Plans with Tim Hayes

Summary: See how the SECURE Act affects retirement account heirs and alters trust strategies against creditors. Financial Advisor Tim Hayes explains why reviewing your plan's ...

Read Analysis →
Scroll to Top