Adverse effect may cause price increases elsewhere — September 15, 2023 Canadian PM Justin Trudeau’s warning of new taxes on national grocery chains is unlikely to solve high food inflation and could lead to price increases for other essentials. Trudeau invited the heads of Canada’s five largest grocery chains (including #Sobeys, #Metro and #Loblaw) to discuss how they…

Higher taxes likely; PPLI could be a solution — September 1, 2023 — What is happening with interest rates, inflation, and the Federal Reserve and how can insurance fit into the equation? Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted in an Insurance NewsNet article — by Doug Bailey, “Some optimistic Fed can hit…

Low fund fees and diversification — August 22, 2023 Running Point and I were quoted by U.S. News & World Report in an article — by Tony Dong, MSc, “7 of the Best Tax-Free Municipal Bond Funds” — regarding muni bond funds with an attractive combination of low fees and high diversification. Municipal Bond Funds Using a mutual fund…

August 21, 2023 What Are Certificates of Deposit (CDs)? Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by Comparison Adviser in an article — by Sean Canonica, “What Are Certificates of Deposit (CDs)?” — regarding the variety of certificate of deposits (CDs) available and whether they make sense for you. What is a CD? A…

Low fund fees and diversification — August 2, 2023 — Running Point and I were quoted by U.S. News & World Report in an article — by Tony Dong, MSc, “7 Best Vanguard Bond Funds to Buy” — regarding bond funds with an attractive combination of low fees and high diversification. Quoted article excerpts are below: Vanguard Total International Bond ETF (BNDX) “BNDX offers diversification benefits by…

Risks? — August 10, 2023 — Technology curbs on China Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by Reuters in an article — by Shashwat Chauhan, Amruta Khandekar, Chibuike Oguh, Laura Matthews, Herbert Lash, Davide Barbuscia, and Michelle Price, “US investors flag retaliation risks after Biden’s China tech curbs” —…

Health savings account investment opportunities and tax savings — August 3, 2023 — Running Point and I were quoted by U.S. News & World Report in an article — by Tony Dong, MSc, “6 Funds to Add to Your HSA” — regarding health savings account (#HSA) investment opportunities and tax savings. “Consider focusing on your risk tolerance as well…

Certificate of Deposit — August 1, 2023 — Running Point and its chief investment officer, Michael Ashley Schulman, CFA, were quoted by USA Today in an article — by John Egan and Jenn Jones, “Best 2-year CD rates of August 2023” — regarding 2-year certificate of deposits (CDs) and interest income. Quoted article excerpt: Besides looking at…

Low fund expense ratios and no transaction costs — August 1, 2023 Running Point and I were quoted by USA Today in an article — by Tony Dong, MSc, Farran Powell, and Stephanie Steinberg, “7 Best Vanguard Bond Funds to Buy” — regarding investing in index bond funds with attractive attributes. Quoted article excerpt is below: A total bond market index fund can provide…