27 Feb 2023

Considering Inflation Protected Bonds (Again)

In the first quarter issue of Portfolio Insights in 2017, I wrote that Acropolis was phasing out our exposure to inflation-protected bonds, also known as TIPs (for Treasury Inflation-Protected Securities). At the time, inflation was low and stable, and although I whole heartedly supported removing TIPs, I wondered what would happen when we were hit with surprise inflation, which is when TIPs work best. Well, it took five years for… Read More

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13 Feb 2023

New Rules Could Mean New Strategies

I’d like to meet the person in Washington who comes up with the silly names for laws just for the purpose of creating a catchy acronym. Case in point is the newest iteration of the Setting Every Community Up for Retirement Enhancement, better known as the Secure 2.0 Act. The Act has a number of provisions that raise financial planning issues for a lot of people. For example, were you… Read More

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6 Feb 2023

Acropolis Clients Market View

Since January, I’ve offered previews for the Investor Social, which we held last week to great success. Mother nature threw us a little snow, but we still managed to pack the house and will need to find a larger venue next year, and put it online. In the meantime, we’ll provide the presentation to anyone that asks. The highlight of the show for me is when we ask the audience… Read More

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