Weakening Economy? Smart Ways to Keep Investing Safely

For investors, that means better cash flow, lower cap rates, and higher property values. Fewer Buyers, Less Competition In both stocks and real estate, buyers get spooked and pull back in a weakening economy. Real estate investors face less competition and fewer bidding wars. They can make lowball offers to find distressed sellers, and close […]

2 mins read

Why Morgan Stanley’s revised 60/20/20 portfolio is a wake-up call for investors

Morgan Stanley’s Chief Investment Officer, Mike Wilson, has upended conventional wisdom surrounding the classic 60/40 portfolio, advocating instead for a 60/20/20 mix. Gold now joins bonds as a direct allocation for investors seeking resilience in a time of inflation and market volatility. A new framework from Morgan Stanley Instead of relying solely on bonds to […]

3 mins read

Can Buying Meta Platforms Stock Today Set You Up for Life?

The company’s work in artificial intelligence could usher in a new stage of hypergrowth for the social media giant. Meta Platforms (META 1.93%), one of the leading social media companies, went public in 2012. Since then, the stock has performed exceptionally well. Its returns over this period are well above those of broader equities. However, […]

5 mins read

Who Counts as Middle or Upper Middle Class in America?

Location Matters: Manhattan, Kansas vs. Manhattan, New York Income and net worth don’t stretch equally across the country. What feels like an upper middle class lifestyle in rural Kansas may barely cover rent in Manhattan, New York. Example: In Mississippi, the threshold for upper middle class is just $85,400 in annual household income. In expensive […]

2 mins read

The Vibes are Broken – A Wealth of Common Sense

The Wall Street Journal says the middle class is getting pessimistic about the economy: The middle class–generally considered to include households making roughly $53,000 to $161,000 a year–is playing an outsize role in that waning optimism. After months of tracking high-income earners’ increasing confidence about the economy, households making between $50,000 and $100,000 made an […]

5 mins read