Well, the cat seems to be out of the bag after the last Federal Reserve (Fed) meeting took place just a few short weeks ago. Fed Chairman Powell hinted at their next move, and it appears to be what many have been long anticipating – a rate cut. There was no official mention of how […]
How High Net Worth Investors are Preparing for the FEDs Coming Rate Cuts Read More »
Understanding the upcoming Social Security changes in 2025 can help you plan ahead and optimize your benefits. Let’s also not jump the gun in thinking these changes only affect soon to be or current retirees. Current members of the labor force should also be aware of their accumulation of Social Security Credits and keep an
Social Security Adjustments on the Clock for October Read More »
As an investor or business owner, you meticulously cultivate your financial landscape, meticulously balancing present growth with the looming realities of future needs. Retirement planning often occupies a hazy space, fraught with uncertainty. Thankfully, the recently enacted Secure 2.0 Act ushers in a new era of opportunity, empowering business owners like yourself to fortify their
The Secure 2.0 Act: Empowering Business Owners to Craft a Secure Retirement Future Read More »
With the Federal Reserve (Fed) hinting at potential interest rate cuts by year-end, many high-net-worth investors are reevaluating their fixed-income portfolios. In this evolving scenario, shorter-duration bonds can offer a strategic advantage, providing stability and potentially higher returns compared to longer-term alternatives. Understanding the Yield Curve Inversion Traditionally, the yield curve slopes upward. This means
The financial markets of late 2023 and early 2024 have been a rollercoaster ride. While concerns about inflation and central bank tightening lingered, a distinct trend emerged – the resurgence of momentum investing, particularly within technology and semiconductors. This blog post dives into the current market landscape, dissects the momentum trade grabbing headlines, and explores
Market Momentum: Riding the Quality Wave, But Where’s the Next Stop? Read More »
In last week’s hot topic Tuesday, I wrote about how the market appeared to be red hot and, based on the historical data and valuations, may have been a bit overdue for a correction. Now a week later we may be seeing signs of bearishness that could be signaling details for a potential correction. In
The S&P 500’s impressive run since October 2023, with a 20% surge as of February 27, 2024, has left investors wondering if the market is reaching a peak or poised for further expansion. While the headline index boasts impressive gains, underlying data reveals mixed signals, prompting questions about whether this is a temporary top or
The global economic landscape is undergoing a significant shift. As geopolitical tensions rise, particularly between the US and China, a trend known as “friend shoring” is gaining traction. Friend shoring involves countries shifting their supply chains away from geopolitical rivals towards allies and friendly nations. While this approach offers security benefits by reducing reliance on
Friend Shoring: A Boon for Security, a Burden for Wallets? Read More »
Oh Boy – here we go again! The Federal Reserve’s Consumer Price Index in what seems to be a surprise to many raised by a shocking 0.3% Year over Year. [1] So, where does this leave us investors? Let us take a broader look at the overall market and some of the recent bullish outlook
Who’s Back of the Week: CPI Surprise Read More »
The S&P 500, a benchmark for the US stock market, is set to high new all-time high today (February 7th , 2024) , sending a wave of excitement and trepidation through investors. While the headlines scream “bull market confirmed,” the question remains: what does history tell us about what happens next? Short-Term Performance: A Cautiously
S&P 500 to Hit New Heights: What Does History Tell Us? Read More »
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