Diversification strategies, financial nostalgia, once-in-a-lifetime opportunities, and more. Here’s a weekly wrap up from Stokes Family Office
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
- Tracking the Current US Business Cycle In Four Charts
- The US economy continues to defy the recession forecasts that received much attention in the summer.
- The primary drivers of the economic resilience: strong growth in payrolls and consumer spending.
- Jobless Claims Report: Hurricane Effects and Funky Seasonal Adjustments
- Helene receding, Milton crashing in, and the funky SA vs. NSA variance possibly being resolved – all will be in play.
- A Message From the Past
- Morgan Housel tries to understand why economic nostalgia is so powerful.
MARKETS NEWS
- Don’t Be A Market Fanboy
- Anthony Isola compares investing to sports fandom.
- Like a bad run for your team, the market is not immune to lost decades. But the stakes for not having a backup plan for your retirement portfolio are much higher than another ruined Sunday.
- What Does a Once-in-a-Generation Investment Opportunity Look Like?
- Dan Suzuki: The global economy is currently undergoing major inflections across inflation, interest rates, globalization, corporate profitability, demographics and government balance sheets.
- When coupled with the prevailing bifurcation of sentiment and record market concentration, the current juncture may offer investors a once-in-a-generation opportunity to rebalance portfolios.
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.
