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Planning Over the Horizon
Want to control the future? Use a trust. Trusts were first used in ancient Rome, but the common use of trusts dates back to 12th century England by knights who…
Beyond the Buzz: Making Sense of Alternatives in the Modern Portfolio
Alternative investments—once considered niche—are becoming core tools in portfolio construction. Institutions now allocate over 25% of their assets to alternatives, compared to only about 5% from individual investors, according to…
Known Unknowns: Unnerving Markets
Before examining the subject of this commentary, let’s first do a health check on the American economy and the state of its bond, stock and currency markets. Our perspective of…
The Dollar Dilemma
The Trump Administration wants a lower dollar to make US exports more competitive, and right now the dollar is declining, but for the wrong reasons. After reaching a level in…
3 Strategies to Capitalize on Stock Market Corrections
Stock market corrections, broadly defined as a drop in price of 10% or more from a recent high, are normal occurrences that long-term investors must accept in exchange for investment…
No One Wins Entering or During a Trade War…
There has been a lot written about the ill effects of tariffs to be imposed on US businesses and ultimately the American consumer. Despite protestations from the White House, the…
The Origin of the Fed’s 2% Inflation Target and its Relevance to the Markets
Highly respected economist, academic and businessman Mohamed A. El-Erian recently penned an editorial entitled “The Fed’s Fixation on a 2% Inflation Target is Risky”. He argued the Federal Reserve was…
Not for the Faint-Hearted…
As this is being written U.S. markets are being buffeted by tariff threats and reciprocal tariff threats, challenges to sovereignty in Canada and Greenland, and talk of using military force…
Navigating Market Uncertainty: How Baldwin Helps You Stay Focused and Confident
As we navigate through a period of heightened market uncertainty, it’s natural to feel a sense of caution and even frustration. With fluctuating interest rates, ongoing geopolitical tensions, and unpredictable…
Qualified Charitable Distributions: What They Are & Who Can Take Advantage
Executive Summary: Qualified Charitable Distributions, known as “QCDs” are tax-free donations made from an Individual Retirement Account to a qualified charity. For those with substantial IRA balances and who are…