Debt Ceiling Showdown in Congress – We’ve Seen this Movie Before – But it Can Get Messy
January 27, 2023
Last week U.S. gross federal debt (debt held by the public and traded on the open market and intragovernmental debt or debt that one government entity owes to another) breached...
Portfolio Allocation: One Size Does Not Fit All
January 13, 2023
GHPIA's dollar weighted model approach allows our clients the peace of mind that they will have adequate cash for their withdrawals through market downturns, but at the same time avoid...
VIDEO: GHPIA – Outlasting the 2022 Bear Market
November 22, 2022
As the year draws to a close, stocks remain in a trough while punishing inflation levels persist at multi-decade highs. Although these challenges will clearly spillover into 2023, there is...
Growth Over Profits… Not So Fast
October 13, 2022
When bubbles burst, speculation tends to disappear, and rational thinking typically takes over with much greater emphasis on company profitability among other fundamentals.
The Price Is Right
June 30, 2022
Investing is not a game, and selecting stocks should be done rationally in order to avoid costly emotional mistakes in both up and down markets. We believe objective thinking and...
VIDEO: GHPIA 2022 Economic Outlook Forum
May 12, 2022
The theme of GHPIA's 2022 Economic Outlook Forum was "Navigating Rough Waters." Watch the video, in which GHPIA's advisors assess current market opportunities and economic risks and explain the guidelines...
Should Investors Worry About Rising Interest Rates?
March 31, 2022
The Fed’s actions do not necessarily mean the stock market is due for a collapse. On the contrary, history illustrates that the market typically performs well in a rising rate...
VIDEO: GHPIA Investment Risk Series: Financial and Fiscal Risk
July 15, 2021
Our series on how we think about investment risk and reward continues with this installment, which looks at the impact that public debt has on the economy and markets. Learn...
U.S. Debt is a Problem, But No Need to Call 911 Just Yet
June 30, 2021
Despite the recent necessary spikes in government spending, investors should now watch public debt levels carefully.
A Challenging Side Effect of COVID: Government Debt
June 30, 2021
Government debt will continue to be a long-term pandemic side effect, one that investors in international markets may endure safely if they devote increased scrutiny to deficits, tax rates, and...
VIDEO: GHPIA’s 2021 Economic Outlook Forum
May 14, 2021
At our recent Economic Outlook Forum, GHPIA's advisors assessed the post-pandemic economy and the opportunities and risks investors face amid the recovery. Watch it here.
VIDEO: Applying the GHPIA Valuation Benchmarks: Part 2 — 2008 Financial Crisis
February 17, 2021
Learn how GHPIA evaluates risk and reward in our investment selection process. Our ongoing series of short videos about our benchmarking process continues with a case study of the 2008...
Negative Capability and the Emotions of a Market Cycle
December 31, 2020
Here are three guidelines investors should use to weather the highs and lows of a tumultuous market cycle like that of the past year.
VIDEO: Applying the GHPIA Valuation Benchmarks: Part 1 — 1999 .com Stock Bubble
December 9, 2020
How does GHPIA evaluate risk and reward when we choose investments? Learn how in our ongoing series of short videos about our time-tested benchmarking process, which begins with this one,...
How Will the Election Affect Your Investments?
October 22, 2020
Investors may be wondering what moves they should make to cushion their portfolios against the possible repercussions of the 2020 presidential election. But as our research shows, in the long...
It’s 10 P.M.: Do You Know Where Your Municipal Bonds Are?
September 30, 2020
Investors should dig deeper into the “safe” part of portfolios and decide if the risk of individual municipal bonds is worth the reward.
World Trade: More Freedom or More Protectionism?
September 30, 2020
Despite current crises, the drive toward free world trade – and the benefits it brings to nations – seems unstoppable.
COVID-19: The Hard Numbers
March 31, 2020
How large are the potential health, economic, and financial impacts of the COVID-19 pandemic? We've analyzed the numbers, including possible recovery scenarios.
VIDEO: GHPIA’s Coronavirus Town Hall
March 25, 2020
Watch our recent webinar, in which GHPIA team leaders Brian Friedman, Mike Sullivan, and Carin Wagner discussed the economic and financial impact of the COVID-19 pandemic and how GHPIA is...
The Case for Optimism: A Global Economy Retrospective — 1999-2019
December 31, 2019
Despite the volatility and chaos of last 20 years, many people will be surprised to learn that our planet and our country are wealthier and more peaceful than at almost...