Key Takeaways: • The recent banking crisis shifted market expectations for the peak Fed funds rate down by 0.75% to around 5.00% since the beginning of March 2023. • Long-term yields have started to drop as markets price in a higher likelihood of a recession, which...
Read through our market commentary here, or skip to Jason’s March 2023 Market Update video below. The History that Led to Bank Failures in 2023 To properly understand the recent events in the banking sector, specifically the failure of Silicon Valley Bank (SVB),...
Read through this post on how inflation impacts retirement planning and Financial Freedom or skip to the AllGen Academy inflation video below. Inflation Inflation is a critical part of planning for Financial Freedom. As we discussed in the previous lesson, anticipated...
Read through our market commentary here, or skip to Jason’s January 2023 Market Update video below. Nearly every broad market category began 2022 at or near all-time highs. Following COVID-19 shutdowns back in 2020, markets saw record stimulus with uncomfortable...
Read through this post on cash, cash equivalents, & alternatives or skip to the AllGen Academy cash equivalents video below. A third major asset class is Cash and Cash Equivalents, which consists of: Checking and savings accounts Money markets Bank reserves Super...
