Sep 9, 2024
My parents greatly influenced my decision to become a portfolio manager. My mom, born in 1928, taught me about the power of a women’s network – and the importance of being informed about money. She and her friends formed an investing club, “The Dividends,”...
Jul 3, 2024
Feeling the heat? Summer is here. Higher temperatures are here to stay for the next few months. Inflation has been having its own heat wave for the past few years. We’ve seen the numbers climbing, with the Consumer Price Index (CPI), a key inflation gauge,...
Jan 26, 2023
Before we get to the “elephant in the room,” let’s recap 2022. 2022 in Review 2022 was challenging on many fronts; the war in Ukraine, increased polarization between world leaders, and policymakers that appeared to be unsure of how to make the right decisions...
Apr 29, 2022
When Ann, our administrative assistant, forwarded a message from ABC’s Good Morning America’s Climate Unit asking to interview me, thought it must be SPAM. There was no way little ‘ole Alexis Advisors would be singled out to be interviewed about what investors can do...
Feb 22, 2022
It is the speakeasy of the retirement funding landscape. Few people know about this technique, but those who are “in the know” can take advantage of this mechanism to boost their retirement savings. A fee-only financial advisor can help you navigate these murky waters...
Nov 23, 2021
Will 2022 mark the end of the bond market’s 40-year run? As always, we don’t have the answer to the future. But we do have a view. And we do know this has been one of the greatest bull markets on record. And we do have suggested next steps. A LITTLE...
