Market Trends & Outlook

“Talk is Cheap” – What the Fed’s Decision to Pause Interest Rate Hikes Could Mean for Investors

The FOMC left the benchmark federal funds rate unchanged this week at 5-5.25%. However, the summary of economic projections (SEP) dot plot indicated two more 25 bp rate hikes this year and higher rates in 2024 and 2025. The FOMC statement was decidedly hawkish as was the press conference.

May HANDLS Market Recap: Cloudy with a Ray of Sunshine

The graph and table above provide return data for major income-oriented asset categories for the month of May 2023 and YTD 2023. Returns for...

Navigating Volatility: Portfolio Allocation Insights for Concerned Investment Advisors

Investment advisors face challenges in managing portfolios amidst a dynamic market. One notable trend is the flat performance of Russell 1000 value, coupled with suppressed volatility in a range-bound market. Concerns arise from the concentration of gains within a few names, particularly in the tech sector, within the S&P 500.

The AI Revolution. A Repeat Of History.

The artificial intelligence, or "AI," revolution is upon us. The financial media and headlines are abuzz with stories of generative "AI" and the subsequent "industrial revolution."

The AI Revolution. A Repeat Of History.

The artificial intelligence, or "AI," revolution is upon us. The financial media and headlines are abuzz with stories of generative "AI" and the subsequent "industrial revolution."

Why Future Returns Could Approach Zero

What if I told you that future returns could approach zero? Such seems hard to believe, considering young investors piling back into the markets since the beginning of the year. As I discussed previously, this behavior follows the clubbing many received in 2022.

Why Future Returns Could Approach Zero

What if I told you that future returns could approach zero? Such seems hard to believe, considering young investors piling back into the markets since the beginning of the year. As I discussed previously, this behavior follows the clubbing many received in 2022.

The Debt Ceiling Crisis that Probably Isn’t

The financial media is rife with misinformation on the debt ceiling and the jump in interest rates. However, a history review shows that the "debt-ceiling" issue is not only a non-crisis, but the recent rise in rates is likely an opportunity to buy bonds.

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