A reader asks: Are there any changes we can make today that would reduce the risk or exposure to potential risk if the federal government causes a recession in 2025? I’m trying to determine if I should adjust my 401k allocations to be less equity and more fixed income in case the stock market goes … Read more
Posted February 1, 2025 by Ben Carlson Five years removed from the onset of the pandemic, it’s interesting to reflect on the stuff that’s changed and the stuff that hasn’t. Remember when people were predicting handshakes were going to become a thing of the past? Or how no one was going to attend college anymore? … Read more
Here’s a question from a podcast listener: On a recent episode of TCAF (Ep. 171 with Harvey Schwartz) you and Josh mention how wealth management has drastically changed over the last ~20 years specifically citing that CFP candidacies are at record highs while CFA candidacies are at record lows. Knowing you and Ben are both charterholders, what do … Read more
Posted January 22, 2025 by sean Today’s Animal Spirits is brought to you by Nasdaq: See here to learn more about the Nasdaq 100 ecosystem Get a random Animal Spirits chart here On today’s show, we discuss: Listen here Recommendations: Charts: Tweets/Bluesky: Money Market Funds just saw a weekly inflow of $143 billion, the largest … Read more
When Dick and Mac McDonald opened the first McDonald’s the idea was to bring fast, cheap food to busy people in the suburbs of Chicago. The first hamburger back in 1948 cost just 15 cents. That’s my son’s favorite burger (ketchup only, no onions or pickles) so I know it now costs $1.89 at my … Read more