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Open Window's Insight Articles


Applying science and good sense to organize order from chaos


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Investing in Inflationary Times Thumbnail

Investing in Inflationary Times

In part 3 of our 3-part series covering concerns about interest rates (part 1), inflation (part 2), and what these influences mean to you we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do?

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A Master Timekeeper of Interest Rates Thumbnail

A Master Timekeeper of Interest Rates

The U.S. Federal Reserve raised its target rate recently, hoping to help our economy keep good time. Will it work? Only time will tell. When even a few cogs get jammed, it can stymie the entire operation. Allow us to explain what the Fed Rate is and what it means to you. Part 1 of a 3-part series.

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The Case of the Missing Bullet Holes Thumbnail

The Case of the Missing Bullet Holes

If you've been reading the daily headlines—watching markets stall, recover, and dip once again, you may be wondering whether there’s anything you can do to avoid the motion sickness. Surprisingly, when it comes to your life savings, "unpredictability" isn’t usually your biggest threat… attempting to avoid it is.

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Tax Planning in Turbulent Times Thumbnail

Tax Planning in Turbulent Times

There are three certainties in life: death, taxes, and change. Here is an in-depth review of the tools and techniques we use to reduce one of those certainties: your lifetime tax bill (or beyond, through a tax-efficient transfer to heirs).

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