Time to Stop the Stimulus

Brian Cochran

The economy is in recovery, which means we are no longer in need of massive government intervention and relief. When COVID-19 first hit, we saw the Federal, State, and local governments shut down their economies to slow down the virus. Economists and politicians will spend years debating whether the benefits of the shutdowns justified the…

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Expectations vs. Outcomes

Brian Cochran

Many investors will tell you that you must time markets, and be in the right place at the right time in order to see progress in your investments. This just isn’t true. This misconception leads to destructive investor behaviors, and may detract from the long-term returns you need for reaching your long-term goals. Recent changes…

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Inflation: Cause for Concern, Not Panic

Brian Cochran

Inflation concerns have been bubbling for some time. Those fears were realized in the April inflation report that shows the highest monthly core CPI numbers in my lifetime. Why is inflation spiking? Multiple stimulus bills have added trillions in surplus cash to Americans’ bank accounts (demand). Meanwhile, COVID shutdowns disrupted supply. A surplus of funds pursuing fewer…

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