FINANCIaL

FIELd NOTES

Investment Strategy Alex Voorhees Investment Strategy Alex Voorhees

What Current Valuations Tell Us About Future Returns

The first quarter was a bumpy ride for both stock and bond investors as concerns around inflation and Ukraine led to increased volatility.

Whenever we are in a period of volatility and re-pricing in my asset classes, one of my favorite charts to review is this one by JPMorgan – which shows what average future returns have been based on current valuations…

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Investment Strategy, Retirement Planning Alex Voorhees Investment Strategy, Retirement Planning Alex Voorhees

U.S. Debt - Can We Fix A $30 Trillion Problem?

Since 2008, US debt as a percentage of GDP has ballooned from 40% to nearly 100% - the highest levels we have seen since the end of WWII when the US issued all those War Bonds.

While the debt levels in the country are a tremendous concern, there are two larger themes at play that give us some hope for the future…

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