Q1 2022 “was what it was” war, inflation, rate hikes…Yikes! A repricing across markets and asset classes is understandably taking place. Pockets of the equity […]
Continue readingCategory: Slingshot Financial Update
Cheers to 2021, looking forward to 2022
As I reflect on the completion of our first calendar year in business, I am appreciatively celebrating accomplishments while getting stoked for 2022. Highlights from […]
Continue readingThe Rules of Thumb Are Dropping Like Flies… Income Specialists Can Help!
It seems like the old personal finance rules of thumb are dropping like flies. Not long after the 60/40 portfolio was declared dead, the 4% […]
Continue readingHappy Thanksgiving and Bitcoin ETFs
A few weeks ago, I made my first allocation to direct Bitcoin exposure and quickly lost 10% on the position. Needless to say, anything written hereafter […]
Continue readingUnboxing the Index
Direct indexing is the talk of the town; it seems nearly impossible to read industry news or social media without hearing the phrase. For some, the […]
Continue readingCash Swell
Like watching the opening scene of a mega-wave surfing video: awe, anticipation, excitement, anxiety. This is big and it will have impact. Repo markets · What are […]
Continue reading¡Buenos Dias!
Slingshot has been warming with the springtime sun and I am excited to share updates on recent activity going on behind the scenes over the […]
Continue readingDividend Aristocrats Through the “G” and “S” Lenses of ESG
Given the persistently low interest rate environment and high prices for most sectors of the bond market, many income seeking investors have been enticed to […]
Continue readingNo need to call in the cavalry if you can effectively hit your marks with a Slingshot!
The financial services industry is crowded and competitive. There are many fantastic small firms with interesting niche specialties highly valued by their clients going unnoticed. […]
Continue readingHello World! Slingshot Financial Revealed
Hello and Happy New Year! Over the years I have engaged in long and sometimes lively discussions with colleagues about the changing dynamics within our […]
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