WealthNotes Articles, Whitepapers, Charter Capital Advisors Research articles, & Charter Advisory Policy Initiative

https://www.wealthmanagement.com/high-net-worth/fourteen-symptoms-business-succession-plan-will-fail

For the 1st time we are seeing suggestion that while the spike in inflation, largely the product of supply chain issues resulting from a pandemic, may not be "transitory", but that it still may be more of a episodic spike. 

We continue the conversation on inflation and Fed rate increases with a few comments on looking for value and the perspective on the market in the emerging environment.

A Quick Note on Inflation and equity value. As we explore the topic of inflation at Charter Capital Advisors Research, as CPI and PPI are on the uptick, and certainly result in strain on our economy and equity markets, valuations have been, even in the COVID era, very high in relatively speaking.

Is It Time to Be a Value Investor? In the market environment, given various factors (many related to the COVID era influences), inflationary factors have given Value Investing a need for greater attention in a well diversified portfolio.  While allocation to styles is always as important as diversification across asset (and sub asset) classes, in the current market environment Value makes even more sense to perhaps allocate more to this style. 

A very interesting, under the radar IPO is that of TPG, at one time Texas Pacific Group.  One of the prolific Private Equity firms there at the empitus of Private Equity

The IRS recently announced new contribution limits for 2022, as follows:Traditional IRAs the limit remaining at $6,000.The catch-up contribution for traditional IRAs remains $1,000 as well.401(k) & 403(b) pans the contribution limit rises $1,000 to $20,500. Catch-up contributions remain at $6,500.Roth IRA income limits for contributions has increased.Limits went from $129,000 to $144,000 for single filers and heads of households, and $204,000 to $214,000 for those filing jointly as married c

Charter Advisory Group marks growth of ESG Investing and Corporate Executive Services Practices https://www.prnewswire.com/news-releases/charter-advisory-group-marks-growth-of-esg-investing-and-corporate-executive-services-practices-300671862.html