Preservation Specialists, LLC Blog


We help individuals and families work toward achieving their ideal retirements.

Implications of Omicron

February 1, 2022

The U.S. is in the emergent stages of the omicron variant of the coronavirus. However, we now have some experience on the implications of the omicron variant and what that could mean moving forward, both for the health and economic impact of the U.S. and our global neighbors. To continue fighting COVID-19 without shutting down…

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American Conglomerates: Past, Present and Future

January 25, 2022

Conglomerates are parent companies that own a number of large subsidiaries. They became popular back in the 1960s with corporations like ITT, LTV and GE, to name a few. In recent years, behemoth American conglomerates have spun off, sold off and pared down. However, there are ways to invest in a single “parent company” for…

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What’s Up with Inflation

January 18, 2022

Inflation was already on the rise before we learned about the omicron variant. Now on top of supply-chain shortages and transportation disruptions, Federal Reserve Chairman Jerome Powell recently observed that a resurgence of COVID-19 cases could reduce the consumer-driven boom we’ve enjoyed for the past few months. Concerns about safety could result in more workers…

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Outlook For Equities

January 11, 2022

The general outlook for equities is positive toward the end of the year and into 2022. Stocks performed relatively well through the autumn earnings season and, as a general rule, the fourth quarter tends to be the best one for stock performance. While the coronavirus, labor shortages, supply chain issues and rising prices have presented…

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The Investment Greats

January 4, 2022

Not surprisingly, some of the most notable investors in America founded well-known investment companies. For example, John Templeton, whom in 1999 “Money” magazine called “arguably the greatest global stock picker of the century” founded Templeton Funds, best known for its international fund lineup. Thomas Rowe Price Jr., also referred to as “the father of growth…

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Low Supply Increases Demand

December 28, 2021

Across the board, we’re seeing the capitalist principles of supply and demand both drive and curb U.S. economic activity. As more people have emerged from their hermit-like existence throughout the past year and a half, consumer spending is shifting from goods to services. For example, the services industry (e.g., restaurants, travel, hospitality) is on the…

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The Rise of the Unicorn?

December 21, 2021

This past August, close to 4.3 million Americans quit their jobs — the most ever in just one month (since the government began collecting data two decades ago). But there isn’t just one reason people are quitting their jobs. There are dozens. Some who had to juggle care for children or elderly relatives have chosen caregiving…

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America’s Seesaw Wealth

December 14, 2021

It is interesting to evaluate how various economic events throughout time affect different demographics. For example, the 2007-2009 Great Recession saw higher losses in male-oriented jobs, such as construction and manufacturing. The pandemic-induced recession of 2020 was quite the opposite, affecting women to such a degree that the event spawned the term “she-cession.” There is…

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Single Finances

December 7, 2021

Pew Research Center reported that in 2019, about 38% of adults ages 25 to 34 in the U.S. were not married or living with a partner, up from 29% in 1990. While marriage and even long-term relationships are growing less prevalent, the data shows that single people tend to be less financially stable than those with…

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