Katherine Fox 11/2/22 Katherine Fox 11/2/22

What is a Yield Curve Inversion?

Investors and the financial media got excited when yields on the 10-year Treasury Note and 3-month Treasury Bill inverted. In this video, I break down what Treasury yields mean, what a yield curve inversion is, and why anyone cares when this happens.

(8 minute video with full transcript)

Katherine Fox 11/1/22 Katherine Fox 11/1/22

The Peloton Brief: Margin in Falling Markets

Exploring the case study of Peloton’s former CEO and co-founders sheds light on the dangers of margin loans in turbulent markets.

(5 minute read)

Katherine Fox 10/28/22 Katherine Fox 10/28/22

Weekly News Roundup

The World Series, Elon Musk buys Twitter, I-Bonds, inflation, a flashing recession indicator, and a big week in tech earnings. Plus, it's still raining!

(10 minute video)

Katherine Fox 10/25/22 Katherine Fox 10/25/22

Get more from your cash

Cash may not be king again (yet), but with interest rates continuing to rise it may be time to re-evaluate the best option for managing your liquid cash.

(5 minute read)

Katherine Fox 10/21/22 Katherine Fox 10/21/22

Weekly News Roundup

Liz Truss, mortgage rates, the Fed, market moves, Oregon's tight race for governor, and our new Roomba!

(10 minute video)

Katherine Fox 10/20/22 Katherine Fox 10/20/22

Navigating Sudden Wealth

CAULK - it’s not just for sealing! 5 tips for those dealing with an inheritance, lottery winnings, or other sudden money situations to help navigate new, and often turbulent, waters.

Katherine Fox 10/17/22 Katherine Fox 10/17/22

Your Giving, Your Way

Younger donors want to do things differently, but may not know how to get started. Read here for tips on how to start building your unique strategy and mission as a donor.

(4 minute read)