The Punch Bowl is Gone, Volatility is Back

The Punch Bowl is Gone, Volatility is Back

Even though we think global recession risk remains low – at least for this year – markets are responding to "the punch bowl being taken away" (meaning, less accommodative monetary policies.) With less accommodative policies comes the possibility of less robust growth. And Trump’s newly minted tariffs on selected imports are not helping the situation.

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Look Before You Leap...

When developing a financial plan, I tend to lean heavily on various insurance specialists as many of these products tend to be complex, warranting the expertise of a professional who “lives and breathes” insurance every day, all day. That said, I felt compelled to write this blog as I have seen one too many instances where an insurance product was sold to a person who didn't understand some of the product's complexities.

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The Quintuple Bottom Line

Alexis Advisors is pleased to announce that we have just become a Certified Benefit Corporation! Certified B Corps are a different way of doing business - one that focuses on the "how" and "why" of business, not just the "what."  Becoming a Certified B Corp means we are now measured not just on our net profit, but on a quintuple bottom line.

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