Tag: trade

We have experienced a benign 2025 so far despite a correction in the stock market and higher volatility. Modest stock allocations and gains in insurance stocks (our single largest industry exposure), gold, and newer fixed income buys have buoyed account values.

After nearly 40 years of benign inflation, markets have long since written off inflation as a material risk. In fact, policymakers have been so successful at suppressing inflation, many investors and almost all economists only worry about deflation.