Ballast Advisors

JULY 19, 2023

As we reach the end of the second quarter of 2023, we want to provide you with an update on the markets and key developments that have occurred in the economy. Overall Economic Overview: The second quarter of 2023 has witnessed a mixed economic landscape characterized by a series of challenges and opportunities.

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Investing Caffeine

FEBRUARY 1, 2023

Commentators continue to shout the doom-and-gloom forecasts of a hard landing recession, but after an economic hurricane in 2022 there are some signs the financial clouds have begun to lift this year. Investors Waiting for Another Flood While the calls for a hard economic landing remain, healthy GDP growth ( +2.9% Prosper.

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Investing Caffeine

DECEMBER 1, 2022

The buffet of issues includes the Federal Reserve’s fastest rate hike cycle in decades ( see chart below ), spiking inflation, a slowing economy, an unresolved war between Russia and Ukraine, declining home prices, and a volatile stock market to boot. Slome, CFA, CFP®. Bets are changing daily, but after starting the year at a 0.0%

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Steve Sanduski

AUGUST 21, 2023

Miele , CFP®, Managing Director, Partner, and Chief Business Development Officer with The Andriole Group. In a Nutshell: Referrals can be an important part of fixing the organic growth problem that has stalled many firms since the economy cooled. How Alex and her partners divide management and rainmaking responsibilities.

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Investing Caffeine

NOVEMBER 1, 2022

This move should get us much closer to a Fed “pause” or “pivot”, which could soon turn the perception of a half-empty economic glass into a half-full one? Rather than show an impending recession, the freshest 3 rd quarter data shows the economy growing at a very respectable +2.6% Source: Bureau of Economic Analysis (BEA).

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Bell Investment Advisors

JULY 22, 2022

Forrest Bell, CFP®. In June, the stock market ebbed once again, reflecting investors’ concerns about the twin risks of inflation and economic slowdown. While the Fed’s tightening cycle presently consumes much of investors’ attention, economic conditions are also top of mind. These June losses pushed both U.S.

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Walkner Condon Financial Advisors

AUGUST 5, 2022

With all of the issues that our economy faced as we clawed back from the COVID-induced market downturn, the Fed was hesitant to raise rates too quickly, as it tried to navigate more pressing economic matters. . The Fed continued to keep interest rates low as they injected the economy with new money in the early stages of COVID-19.

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International College of Financial Planning

FEBRUARY 3, 2024

Finance Minister Nirmala Sitharaman highlighted the substantial progress of the Indian economy over the past decade, noting effective inflation control measures that have maintained inflation rates within acceptable limits. lakh crore, reflecting vigorous economic activity. India’s Real GDP is projected to grow by 7.3% to exceed ₹ 1.72

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Investing Caffeine

JUNE 1, 2022

Although the economy is currently very strong (i.e., raise interest rates and reduce balance sheet debt without crippling the economy), then substantial rewards could accrue to stock market investors. Stock market veterans understand that stock prices can go down when current economic news is sunny but future expectations are too high.

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Tobias Financial

AUGUST 10, 2023

In the ever-changing landscape of global economics, recent headlines have been dominated by Fitch Ratings’ decision to downgrade the United States’ long-term credit rating from AAA to AA+. Despite the downgrade, the United States continues to demonstrate a strong and resilient economy.

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Indigo Marketing Agency

DECEMBER 19, 2022

Steve Sanduski is a CFP® professional and personal coach to financial professionals. Taylor Schulte is a CFP Ⓡ professional and founder and CEO of Define Financial. Lazetta Braxton is a CFP® professional and co-founder and co-CEO of 2050 Wealth Partners. Steve Sanduski. Learn more about Grace on LinkedIn. Taylor Schulte .

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Your Richest Life

JUNE 30, 2022

As we continue to deal with record-high inflation and economic instability, you might be wondering how you should manage your investments. Stocks Weather Down Economies. Both the markets and the economy will experience low points. Stocks can help your portfolio perform well, even during market downturns or economic declines.

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Investing Caffeine

MARCH 1, 2022

As you can see below, the worst economic impact is forecasted to be felt by Russia (consensus on 2/24/22 of approximately a -1.0% hit to economic growth), more than twice as bad as the -0.2% a rounding error and less than 1% of total global economic activity). Slome, CFA, CFP®. knock to growth for the U.S.,

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Investing Caffeine

AUGUST 4, 2022

Economic data (GDP – Gross Domestic Product) just released last week showed the economy contracting by -0.9% in the 2 nd quarter after declining -1.6% recession” is the NBER (National Bureau of Economic Research), which defines a recession more broadly. in the first quarter of 2022 ( see chart below ). But, not so fast.

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Investing Caffeine

APRIL 1, 2022

The hangover from COVID has created significant supply chain disruptions and widespread economic shortages. Source: Trading Economics. The rising Baker Hughes drilling rig count below reflects the miracle of supply-demand economics operating in full force. Source: Trading Economics. Source: GasBuddy.com.

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Bell Investment Advisors

MAY 5, 2022

Forrest Bell, CFP®. A cooling economy supports the idea that longer-term interest rates do not need to increase significantly from their current levels. first quarter GDP showed the economy slowed by an annualized real rate of -1.4%. April saw a continuation of this year’s volatility. markets followed. A report on the U.S.

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Investing Caffeine

MAY 2, 2022

Although I have noted some of the key headwinds the economy faces above, it is worth noting that current corporate profits remain at/near all-time record highs (see chart below) and the 3.6% Slome, CFA, CFP®. As Albert Einstein stated, “In the middle of every difficulty lies an opportunity.”.

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Investing Caffeine

SEPTEMBER 2, 2022

And these economically-slowing measures, coupled with the Fed’s $95 billion in quantitative tightening policies (QT), will according to the Fed Chairman, “bring some pain to households and businesses. Source: Trading Economics. Slome, CFA, CFP ®. The unemployment rate registered in at a near a generational-low of 3.5%

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Bell Investment Advisors

OCTOBER 5, 2022

Forrest Bell, CFP®. High inflation puts a consistently unwanted pressure on consumers and on the economy in general. In February of 2019, private-sector economist Andrew Brigden determined that there have been 469 economic downturns since 1988. Volatility has been a consistent theme this year and September proved no different.

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Your Richest Life

NOVEMBER 11, 2022

We might be heading toward some economic trouble in the year ahead , but don’t panic. The basics still apply in a turbulent economy. At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Here’s a guide to reviewing your estate plan.

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Bell Investment Advisors

JUNE 17, 2022

Forrest Bell, CFP®. Investors’ concerns are centered on inflation and how Federal Reserve actions to contain it may harm the economy and pressure financial asset values. Also, when an economy is running too hot, the excess demand creates inflation. The volatility which has dogged financial markets this year continued during May.

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Investing Caffeine

JANUARY 3, 2023

More specifically, in a typical bear market, the economy generally slows down causing demand to decelerate, and interest rates to decline, which causes the values of bonds to increase. Why in particular did bonds perform so poorly this year, when they commonly outperform in slow or recessionary economic conditions? Slome, CFA, CFP ®.

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Darrow Wealth Management

APRIL 11, 2022

And this is precisely why it’s important to always be prepared for an economic or market downturn rather than try and predict it. Remember, markets look ahead while economic data looks behind. Remember, the stock market is not the economy. No one knows when the U.S. will enter a recession again. After recessions.

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Yardley Wealth Management

OCTOBER 6, 2021

Garry, Esquire, CFP©, MBA Founder & CEO. We’re comparing May 2021 to May 2020, when we were still deep into what The Wall Street Journal called a “screwy” pandemic economy. In fact, a bit of inflation goes hand in hand with economic growth and reasonable interest rates for lenders and borrowers alike. What We Know.

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International College of Financial Planning

AUGUST 2, 2021

Count out the short-term headwinds and slowdown in the economy, India is often being seen as the next big powerhouse for growth. It is slated to become the third-largest economy in the world by the end of the decade and would lift millions of people out of poverty and create one of the largest middle classes in the world.

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Good Financial Cents

DECEMBER 14, 2022

And while there’s no guarantee that any job will be immune to cutbacks or layoffs, some industries weather economic storms better than others. CFOs typically have a deep understanding of economic theory and practice and strong analytical and problem-solving skills. One industry that tends to be recession-resistant is finance.

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Investing Caffeine

NOVEMBER 1, 2021

With the COVID Delta variant subsiding ( see chart below ), economic activity rising ( Q4 GDP is estimated at +4.8% ), and corporate profits going gang busters (33% growth and 84% of corporations are beating Q3 estimates ), it should come as no surprise that stock market values continue to rise. Slome, CFA, CFP®. this month (+22.6%

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Investing Caffeine

FEBRUARY 1, 2022

However, the fact remains the economy remains strong, corporate profits are at record levels, unemployment is low, and interest rates remain at attractive levels despite nagging inflation ( see chart below ) and the removal of accommodative monetary policies by the Federal Reserve. Source: Federal Reserve Economic Data (FRED).

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Your Richest Life

JUNE 15, 2022

It’s expected that your portfolio will respond to economic changes like inflation. . At Your Richest Life, Katie Brewer, CFP®, believes you too should have access to financial resources and fee-only financial planning. Keep Calm and Invest. If your investments aren’t where you want them to be, don’t panic. About Your Richest Life.

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Bell Investment Advisors

JUNE 29, 2023

Next, I think our listeners would probably like to hear your perspectives or your insights about the current economy in the U.S. economy today? Economy Today 08:31 Ryan Kelley: Actually, it looks pretty strong. economy, the first quarter of this year was positive with positive economic growth. Slide 5: U.S.

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Bell Investment Advisors

MAY 24, 2024

On Friday, May 24 th at 12pm Pacific time, Investment Advisor & Financial Planner Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for an engaging discussion of the following topics: Stock & Bond Market Commentary Global Economic Update Inflation Concerns & the Federal Reserve Are Stocks Expensive?

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Bell Investment Advisors

AUGUST 2, 2022

Forrest Bell, CFP®. Related to that idea, investors also believe it’s possible the Federal Reserve could begin cutting rates as early as next year as inflation and economic activity slow. While corporate earnings have been mostly strong, data suggests the Federal Reserve succeeded in cooling the economy with rate increases.

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Steve Sanduski

JANUARY 13, 2023

” Steve Sanduski, CFP® and Miguel Sosa. That actually follows economic theory, which would say rising interest rates happen during strong economic backdrops. The Federal Reserve is actually trying to slow down the economy because the economy is doing well. What would the results be if it were a 1.0

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Investing Caffeine

JULY 1, 2022

Theoretically, QT should cause interest rates to move higher, all else equal, and thereby slow down growth in the economy, and help tame out-of-control inflation. The majority of economists, strategists, and talking heads on television are forecasting a recession in our economy, either this year or next. Slome, CFA, CFP ®.

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Good Financial Cents

JULY 26, 2022

This is the largest increase in inflation the economy has endured since 1981. As inflation creeps up, many people begin to worry about the state of the economy as a whole. When the money supply grows faster than the economy, it leads to inflation. The CPI (Consumer Priced Index) soared to an increase of 9.1% from the last year.

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The Better Letter

JANUARY 11, 2024

The economy, the markets, and the world-at-large provide unlimited fodder for them. As outlined in his Expert Political Judgment , Wharton’s Philip Tetlock looked at 82,361 economic and political forecasts by 284 experts between 1987 and 2003. ” Nobody does. Let the great Peter Bernstein explain more precisely (Peter L.

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Investing Caffeine

MAY 1, 2024

in the first four months of the year, thanks to a resilient economy, robust employment, and record corporate profits (see chart below). So, if pain can come from different scenarios, what is your favorite economic dental procedure? • A hot economy giving rise to high inflation/high interest rates? • Slome, CFA, CFP® Plan.

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