“Off the Wall” Blog
Browse Frequently Asked Questions
Advice without opinion is ubiquitous. Just about anyone will give you some of theirs. You want to see your options, all of them, and understand our opinion on why it’s worth considering one over another. Because you can have all of the money in the world and not know any of those things.
Our niche is working with people who are coming into newfound wealth and are faced with a sudden need for meaningful advice from a Team, or as we refer to it, a Collective Mastermind. These are typically business owners going through a sale, individuals with newly inherited wealth, and highly compensated executives with at least $5mm in assets.
So what kinds of questions do our clients ask? Find the answers below and download “Questions to Ask When Choosing a Financial Advisor” for the most important questions you should ask your Financial Advisor right now.
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Browse Articles on our Frequently Asked Questions
Vlog: Inversion Aversion
I received a lot of great feedback and encouragement on yesterday’s video, and wanted to further dive into two questions that have come up: What did I mean by “distortion”? Why does a yield curve...
Vlog: The Yield Curve Distortion
What is the Yield Curve Distortion? Putting things into perspective…There are trillions of dollars of debt that are exposed to negative interest rates. (For example, this means, when you give the...
Is it Worth Paying Attention to The Fed?
The Fed’s 9-1 decision the other day to leave the policy rate unchanged was not a shock or surprise to anyone. But, the Fed did telegraph a polarity shift to the markets and equities gained...
When Perceptions Change, Should Your Portfolio Change, Too?
The markets were surprised by Trump's tweet last Sunday declaring he was raising tariffs from 10% to 25% on the initial $250 billion of Chinese imports...and implementing tariffs on the remaining...
Why Is Inflation So Important?
There is the inflation that everyone talks about on TV and in financial reports: CPI, Core CPI, Producer Price Index…blah blah blah. These reports are important, but I don’t think they are as...
How to Forecast and Manage a Recession
As a passenger on a commercial aircraft, you probably don’t have an expert level of understanding of all the inputs that go into a safe flight. You board the plane and just have confidence that...