The Elephant in The Room

The Elephant in The Room

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...
Reckoning or Recalibrating: Find Out Why ESG is Here to Stay

Reckoning or Recalibrating: Find Out Why ESG is Here to Stay

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...
The Backdoor Roth IRA – Is it for me? Is it legal?

The Backdoor Roth IRA – Is it for me? Is it legal?

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...
To Everything There is a Season – Even the Market

To Everything There is a Season – Even the Market

Market seasonality refers to particular time frames when stocks/sectors/indices/commodities are influenced by recurring themes that produce patterns. Themes and the underlying “triggers” for market seasonality can range from weather events to calendar events...
Getting a Grasp on Bonds – and What It Means To Your Investments

Getting a Grasp on Bonds – and What It Means To Your Investments

If you think the stock market is complex, wait until you learn about the bond market. I worked on a bond trading desk on Wall Street and in London for quite a few years. It was fascinating – but in the beginning, extremely overwhelming. Up until that time, I had...