Company Guidance, Home Insurance, & the China Deal

Each week, the Stokes Family Office staff puts together a list of our favorite news and updates on all things wealth management. From financial planning, portfolio construction, tax and estate planning, retirement plan services to anything we found interesting.  Enjoy this week’s curated list for your weekend reading!

ECONOMY NEWS

• Does the Cost of Insurance Threaten Homeownership?

  • On his site ‘Can I Retire Yet’, David Champion writes, “These [insurance] trends are indeed troubling, and raise serious questions about the viability of homeownership going forward. But there are a few things homeowners can do to stem the tide; at least in the short term.”

• Companies Aren’t Withdrawing Guidance — But There’s a Big Caveat

  • Sam Ro says, “With uncertainty so unusually high, I expected a lot of companies to withdraw or decline to provide financial guidance during this earnings season. That hasn’t happened.”

• Cullen Roche’s Three Things

  • The China deal is actually a big deal

  • Is the deficit finally shrinking?

  • How to respond to persistent US outperformance

Related:

• Recessions, Tariffs, and Muni Bonds
• 1st Quarter GDP Report

• SFO Quarterly Review: Q1 2025

• Emotional Investing, Biases, & Long Term Views

MARKETS NEWS

• What Higher Inflation Means for Stock/Bond Correlations

  • Amy Arnott (Morningstar) gives key lessons for investors incorporating bonds into their portfolios.

• Invest like Buffett

  • Callie Cox: Buffett may be heralded as a god on Wall Street, but he amassed his fortune in a surprisingly simple — and attainable — way.

• Exceptional Expectations: U.S. vs. Non-U.S. Equities

• • In recent years allocators to global equities have faced the conundrum of how to respond to persistent US outperformance.

  • AQR addresses this question by analyzing the drivers of relative performance—in particular the different roles of fundamentals and valuations—and assessing the most likely implications for future returns.

Related:

• • The Economic Ripple Effect of Tariffs
  • Recession Fears, Retirement Savings, & Inflation Drops
  • Stagflation, Geopolitical Risks, & International Investing

Stokes Family Office is 100% Family Owned, and has been continually operating in the New Orleans Area for over 35 years.  As a family office, we are focused on family wealth, financial planning, and tax planning. We are your local experts for Gulf South wealth management. Want to hear more from our team? Check out the Lagniappe Podcast.