Category Archive
Investing
Objective market valuation metrics, CAPE and Buffett Indicator analyses, dollar-cost averaging techniques, and portfolio construction for Massachusetts public employees and retirees.
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.
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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 ...
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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.
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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 ...
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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 ...
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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 ...