Author: Max Rosenthal, CFP®

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Wealth Manager

Inflation’s Impact to an Investor

With the recent uptick in inflation data our team thought it useful to give lifetime investors some perspective. Investors have mixed responses for what increasing inflation means for their portfolios, but the consensus is generally negative. Many people might not understand why high inflation is bad, but there are many reasons, the most obvious of […]

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Can Volatility Be an Enjoyable Ride?

Many thrill seekers pay big money and wait in long lines for some of the world’s most extreme rollercoasters. Most investors, however, do not enjoy any moment when their retirement portfolios drop. Before we jump into the benefits of volatility, I want to point out that this article is aimed at the lifetime investor—a person […]

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The Election and The Stock Market

As a financial advisor I find myself “talking shop” with greater frequency during an election year. Thinking about how each candidate and their policies will affect the economy and the stock market is commonplace when one is considering how to allocate investments. I hear the following questions quite frequently, so it seemed timely to put […]

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