Data Centers, Social Security, & Economy Health

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

• Data Center Construction Contributing One % Point to GDP Growth

  • Torsten Sløk Apollo Chief Economist: This will be a strong tailwind to US economic growth over the coming years.

• Facing the Social Security Shortfall

  • Econofact: The economic reality is that there will have to be some kind of change with respect to Social Security in the next decade.

• How Healthy Is the US Economy? Here’s What the Top Economic Indicators Say

• • Morningstar: While recession fears have cooled somewhat, here are some signals worth watching.

Related:

• • Solar & Stock Market Power
  • Company Guidance, Home Insurance, & the China Deal
  • Recessions, Tariffs, and Muni Bonds
  • 1st Quarter GDP Report

MARKETS NEWS

• Five Mind-Blowing Market Facts

  • Callie Cox breaks down data that will make you a better investor.

• The Hardest Day to Invest is Always Today

  • Capital Allocators: this feels like one of those moments when the risk of something going wrong is just around the corner. Or maybe, as history has shown time and again, it’s a moment full of unexpected opportunities.

• This is How Tops Form

  • Josh Brown examines the potential formation of a market top, looking at technical indicators, market breadth, political developments, and trade tensions.

Related:

• SFO Quarterly Review: Q1 2025
• The Economic Ripple Effect of Tariffs
• Recession Fears, Retirement Savings, & Inflation Drops
• Stagflation, Geopolitical Risks, & International Investing

CHART OF THE WEEK

Redfin reports that there are 34% more sellers in the U.S. housing market than buyers. At no other point in records dating back to 2013 have sellers outnumbered buyers this much. In other words, it’s a buyer’s market.

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.