Investment Strategy

Investment strategies are unique ways we can increase investment return or reduce the risk of loss.

Updates on the Economy, Stocks, Inflation, and Interest Rates

The stock market, as measured by the S&P 500, is currently down for its 8th week in a row, falling close to 20% year-to-date.  The main reason for the decline is that investors are nervous about whether the economy is heading into a recession.  Specifically, they are worried that the Federal Reserve, in its fight […]

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April 2022 Economic Commentary:  Geopolitical Conflict & Higher Interest Rates Galore

Those hoping the world would return to relative normalcy following the omicron variant’s peak in January were left disappointed, as Russia invaded Ukraine in February.  In addition to stirring geopolitical tensions, the invasion strained global oil supplies, which added to the existing forces causing the highest inflation in forty years. Source:  St. Louis Federal Reserve

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November 2021 Inflation Commentary – Prices Keep Rising! (Video)

The Bureau of Labor Statistics released their October report on inflation. They indicated that consumer prices over the last year have increased at the fastest rate since 1990. You can see my analysis, as well as my perspective on the winners and losers in inflationary environments, below: Christopher Diodato, CFA, CMT, CFPChristopher Diodato founded WELLth

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Should You Invest in Stocks? Bonds? Bitcoin?

“Should I invest in stocks” is one of the top investing-related searches on Google.  If that’s how you got here, I’m happy you decided to stop at WELLth.  Today, we’re going to discuss some basic characteristics of stocks, bonds, and other investments and how they can add value to a well-diversified investment portfolio. Stocks –

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