Tag Archives: investments

In this episode, the South Florida relatable finance guys discuss market commentators making annual return predictions for various parts of the market for calendar year 2024. They discuss if these matter, how difficult they are to predict and what they focus on instead to help their clients achieve their goals.

In this episode, the relatable finance guys discuss some common behavioral biases: loss aversion, overconfidence and herd behavior. They relate these to both the real world as well as investing and highlight how to make these biases not work against you.

Despite a rapid recovery from the height of the pandemic, the global economy faced a new set of challenges in 2022. What started as global economy embattled by supply chain issues was stressed further with the Russian invasion of Ukraine. This amplified inflationary pressures, prompting central banks across the globe to raise rates at the […]

In this episode, the relatable finance guys discuss the ongoing concept of short term versus long term, but this time they do so in the current investment environment which has changed dramatically in the last 12-18 months.  

In this episode, the relatable finance guys look at prior bear markets and clues on when the current market may start to move. Things such as the magnitude of the decline, the duration, and the time it takes for the market to recover can help one make better investment decisions.

In this episode the Relatable Finance guys discuss the fixed income markets and how the recent jump in interest rates have affected performance. They also go into how this is different than the past 40 years and the key factors that affect fixed income returns.

Looking back over the past two decades of the subprime mortgage crisis and the COVID pandemic, we are reminded that good times do not last forever. In each of these circumstances, we learned that the best way to protect yourself during hard times is to plan and prepare for a potential downturn while the economy […]

Special purpose acquisition companies, or SPACs, have garnered significant media and celebrity attention over the past few years, resulting in increased interest from investors. Amid more recent market turbulence, the Security and Exchange Commission (SEC) has stepped up its regulatory authority over these acquisition vehicles, urging investors to conduct thorough due diligence before investing their […]

In this episode, the relatable finance guys share information on Evergrande Fortune Global 500, a large property developer in China that is in a serious cash crunch, and has significant amount of debt and liabilities due within the next year. Given the size of Evergrande and the amount of debt, some are concerned that should […]

In this episode, the relatable finance guys discuss the old saying “cash is king” in the context of a world of cryptocurrencies, historically low interest rates and global monetary easing.   Securities-Based Line of Credit provided by Raymond James Bank.