Capital Market Observer
Social Security in Retirement: Navigating a Path for Clients
The Social Security system, a cornerstone of America’s safety net, faces an imminent crisis. For decades, the system has operated
September 17, 2024
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Capital Market Observer
S&P 500 Best Week Since June
Key Highlights The S&P 500 recently recorded its best week since June, climbing 2.5% over five days, marking a notable
September 16, 2024
Capital Market Observer
The Fed’s Pivotal Interest Rate Decision
What to Expect The upcoming decision on whether the Fed will cut rates by 25 or 50 basis points has
September 15, 2024
Investments
Introducing Finomenon Investments, A Fee Only Advisor
“Be stubborn with your vision but flexible with the details.” – Jeff Bezos When I moved to the U.S. seven
September 15, 2024
Investments
Finomenon Client Experience: Presenting Schwab Alliance
At Finomenon Investments, we believe that staying informed is key to successful financial management. To provide our clients with the
September 12, 2024
Investments
Sleep Adjusted Return – The Ultimate Investing Metric
In the world of investing, people often chase the highest returns, the next big trend, or the newest financial product.
September 11, 2024
Capital Market Observer
Rob Arnott’s ETF and the Limits of Traditional Indexing
Rob Arnott’s Research Affiliates Deletions ETF (NIXT): A Case Against Passive Index Investing At Finomenon Investments, we’ve often discussed the
September 10, 2024
Capital Market Observer
Japan’s Market Falls After GDP Growth Misses Expectations
Japan’s stock market saw a 3% decline, not due to the usual culprit of the yen carry trade, but rather
September 9, 2024
Investments
Investment Tax Planning with Client CPAs
We believe that effective financial management requires a holistic approach, especially when it comes to taxes. At Finomenon Investments, we
September 6, 2024
Investments
An Investment Framework For Stock Selection
At Finomenon Investments, we believe in a disciplined approach to investing, that prioritizes quality, patience, and risk management. Drawing inspiration
September 5, 2024
Capital Market Observer
Market Concentration Hits 2000 Dot-Com Bubble Levels: Will History Repeat?
In July 2024, the concentration of technology, telecom, and healthcare sectors in global stocks reached a record 45%. This marks
September 5, 2024
Capital Market Observer
August Market Recap: A Volatile Month Ends with Mixed Results
August was almost like any month from the past, marked by sharp declines, surprising rebounds, and significant data releases that
September 4, 2024
Investments
Are Trusts Just Meant for the Wealthy?
Trusts: Not Just for the Wealthy – Why Everyone Should Consider One When you hear the word “trust,” what comes
September 3, 2024
Capital Market Observer
Is Low Personal Savings Rate an Indicator?
The current personal savings rate for consumers is at one of the lowest levels we’ve seen in a while, but
September 2, 2024
Capital Market Observer
How do you respond to Volatility? By Staying the Course
The S&P 500’s historical performance, as shown in the chart, serves as a powerful reminder that market downturns are often
September 1, 2024
Shabrish Menon
Founder and CEO
Shabrish Menon loves finance and capital markets and shares deep insights that help clients make better and more informed decisions. Shabrish has built a reputation for delivering tailored financial advise that align with clients’ unique goals and risk profiles.
Latest Post
Hiring the Right Advisor: What You Need to Know
December 25, 2024
Investment Performance and Tax Efficiency: Our North Star
October 25, 2024
Roth IRA Conversions: A Strategic Tool for High-Income Earners
September 22, 2024
Debunking the Myth: “Paying a 1% Fee is Outrageous”
December 5, 2024
The Truth About AUM Fees: Overcoming Shortsighted Myths
December 12, 2024