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    Retirement readiness: Combining sources for a sustainable income

    Diversification is a common investment strategy for many. Not only are workers encouraged to diversify within a portfolio, many will need to rely on a diverse range of income sources in retirement.

    September 13, 2023 | 4 min read


    March 17, 2023, Update on the bank crisis

    On Tuesday March 14, 2023, Cuna Mutual Group hosted a Special market update: Bank crisis webinar discussing the current state of the market related to the banking crisis. Since Tuesday, the stream of headlines covering possible financial contagion has been fast and furious.

    March 17, 2023 | 2 min read


    Wash, rinse, and repeat in financial markets

    Here we go again. Central banks around the world, especially the U.S. Federal Reserve (Fed), declare inflation rates are too high and commit to bringing them down via interest rates hikes. Markets react negatively as the cost of capital rises. Time passes and investors become convinced hikes are about to end and the Fed will soon pivot to rate cuts.

    January 06, 2023 | 2 min read

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    Financial Markets in Phases: Where We’ve Been and What’s Next

    Perhaps a good way to set reasonable expectations for financial markets is to evaluate them in past and future phases.

    December 09, 2022 | 3 min read


    Occam’s Razor and the state of financial markets

    Fourteenth-century philosopher William of Ockham provided a great service to today’s investors seeking to understand the current state of financial markets. To crudely summarize his seminal thesis that became known later as “Occam’s Razor,” phenomena are best explained by the simplest hypothesis possible. With that principle in mind, let’s try to figure out what markets are telling us.

    August 08, 2022 | 3 min read


    A new economic paradigm or comedy of errors?

    After a long slumber, inflation is awake and creating havoc for consumers and financial markets. The drama of the moment is amplified by the starting line from which inflation began its race higher. Since the early 1980s, the global economy mostly experienced a period of disinflation and steadily falling interest rates. Conditions were so benign that economists dubbed the period the “Great Moderation.” It was a nearly perfect setup for financial markets that seemed to gallop inexorably higher.

    July 11, 2022 | 3 min read