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1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
904.685.1505 info@vanwiefinancial.com
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Interest Rate Ingenuity Part 2

February 1, 2023
Last week, we began a discussion of possible reactions to recent substantial increases in interest rates. The Federal Reserve (FED) has been pumping up rates in a quest to stifle rampant inflation, which (ironically) was not caused by low-interest rates. Any time substantial interest rate changes occur, there will be economic winners and losers, depending […]
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Interest Rate Ingenuity – Part 1

January 25, 2023
For many years, Americans have experienced an unprecedentedly low-interest rate environment. Winners during this period included nearly all borrowers, as mortgages and other financing instruments were essentially on sale. Interest rate increases imposed by the Federal Reserve (FED) over the past year have been “in your face,” both numerous and substantial. Borrowers with variable-rate loans, […]
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Are Financial Headlines Designed to Scare?

January 18, 2023
Financial advisors get up every morning dreading reading the day’s financial headlines. If any significant portion of financial headlines were to actually come true, we would not have a country, much less an investment portfolio that actually rewards investors. Some days we just ignore headlines, and other times we get riled up by the attention-seeking […]
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Portfolio Diversification vs. Stock Picking (Part 2)

January 11, 2023
Portfolio Diversification is rarely disputed as fundamental to investing success. Problematic, however, is finalizing a definition of the term “Diversify.” To many, the answer lies in the number of individual stocks held in an investor’s portfolio. Not only is there disagreement as to “that number,” but in practice, the very premise is debatable. Prominent among […]
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Portfolio Diversification vs. Stock Picking? (Part 1)

January 5, 2023
Diversified portfolios are the 8th wonder of the modern world. OK, maybe not that spectacular, but extremely important to millions of investors. In a world where individuals are increasingly responsible for their own financial futures, risk (defined as variability of returns) must be mitigated, while allowing (and encouraging) growth in the overall portfolio. A tall […]
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So, It’s Nearly 2023; What Now? (Part 2)

December 28, 2022
Last week, we discussed the value of accepting Personal Responsibility for our own financial futures, including starting and/or contributing to an Individual Retirement Account, or IRA. Our primary focus was on potential 2022 tax savings. Our suggestion was to open (or contribute to) a Traditional IRA, in which all contributions are deductible for qualified Account […]
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So, It’s Nearly 2023; What Now?

December 21, 2022
Where were you on the Eve of the Millennium? December 31, 1999, was long ago, but like many uber-significant events, it remains unforgettable for those of us who were old enough to appreciate the moment, with the many associated “Y2K” fears. What would happen? Would our cars and planes work? Would the banks reopen? Would […]
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Congressional Financial Christmas Wish List Update

December 14, 2022
Sometimes, at this time of year, I enjoy looking at my past Congressional Christmas Wish Lists. This year, I thought it might be particularly interesting, as my last lookback was in 2018, the halfway point of the Trump Administration. We are now at that point in the Biden Administration. In 2018, much of my list […]
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Free Financial Advice is Not Always Free

December 7, 2022
What passes for financial advice is easy to find without paying a cent out of pocket at the time. Often it is not free, at least in the long run. Advice is a well-defined and regulated concept in the world of financial services. Between two laymen, the law doesn’t get in the way of dispensing […]
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1538 The Greens Way, Suite 105
Jacksonville Beach, FL 32250
904.685.1505info@vanwiefinancial.com

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Van Wie Financial is a registered investment advisor offering advisory services in the State of Florida and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The information on this site for informational purposes only and should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security or advisory service in any jurisdiction where such solicitation, offer, or recommendation would be unlawful or unauthorized. The information provided should not be relied upon as the sole factor in an investment making decision. Past performance is no guarantee of future results.