Robert Lloyd, CFA
- Jan 5, 2023
Important retirement plan changes in the recent Omnibus bill
Increased Required Minimum Distribution (RMD) Age The first SECURE Act passed in 2019 increased the RMD age to 72. The SECURE Act 2.0...
Robert Lloyd, CFA
- Jan 5, 2023
Wounds that never heal
The analysts at GMO (Grantham Mayo Van Otterloo) produced an interesting chart they called "Wounds that never heal". They were trying to...
Robert Lloyd, CFA
- Jan 5, 2023
Long-term investors may have to wait a longtime for the next market peak
We talk to many investors that are confident they can stick with their portfolio as the current bear market evolves. It is great to be...
Robert Lloyd, CFA
- Dec 5, 2022
Inflation Series Part 9 Conclusion: Inflation Rises, But Even In The 1970s, There Were Bond Rallies
Markets do not move in straight lines. They chop up and down around long-term trends as market forces, traders and news flow batter them...
Robert Lloyd, CFA
- Nov 25, 2022
Inflation Series: Part 5 Lending is INCREASING as rates rise
If the Fed was hoping higher interest rates would slow lending and economic growth, they are sadly mistaken. As we saw in the lead up to...
