Welcome!

Welcome!

Marketplace perspectives is a bi-weekly personal finance bulletin for business owners.

Each edition will include reviews of recent events & topics related to entrepreneurship, markets, economics, tax management, and other matters relevant to business owners.

You'll find a mix of content here, including links to articles we liked, recent blog posts, podcast episodes, and other videos or posts.

Enjoy!


New to the Blog

Business Lifecycle & Planning Needs


Fundamentally, the best way to build wealth consistently is to spend a little less than you earn.? The more you earn and the less you spend, the more money you have left over at the end of each month.? Building a habit of making life decisions that support this concept is a sure fire way to set yourself up for long term success.

But if you’re able to do so, where should that extra cash go?

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Headlines We're Tracking

Rising Rates Make America's Fiscal Arithmetic Worse

Suppose you expect your income to rise 5% a year, and you borrow money each year at a 6% interest rate with no plans to pay it down. The debt service will take up a rising share of your income.

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Disciplined Systematic Global Macro Views

The inversion of the yield has proven to be one of the best indicators for a recession, but that begs the question of whether it is a good indicator about the stock market. It would seem on the surface that if an inversion forecasts a recession and a recession is an indicator of lower equity returns, there should be a link between the shape of the curve and equity returns.

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Business Owner's Corner

What Many Retirement Investors Get Wrong About Bonds

Many retirement investors view bonds as the red headed step children of their portfolio. They’re seen as boring, low return investments that are only there to provide some diversification benefit.

This is wrong on a couple levels. Bonds can certainly add some diversification benefit, but more importantly will enable investors to wait out bear markets. This video explains why & how.



Latest From the Podcast


We dedicated this week’s episode of Grow Money Business to answering an age-old question: should you consider your house an investment? Join us as we dive into the arguments for and against this consideration, as well as some specific circumstances in which you should or shouldn’t consider your house an investment.

Listen on Apple Podcasts

Listen on Libsyn

Listen on Spotify



Thanks for Reading!

Feel free to shoot me a message with your feedback about Marketplace Perspectives or other content ideas.

-Grant

Tom Muyunga-Mukasa AHA, APHA, APSA

Adaptive Public Health Framework Solutions Advisory

1 年

I liked the part that says, "Keeping some available cash in your business and household accounts is critically important for long term financial stability. We don’t want to hang onto too much cash though. The interest rate banks might pay you on savings in a high yield savings accounts will almost certainly be less than what you can expect in a properly invested portfolio." There is need for more of these lessons in our lives.

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