As we head into a the first week of a new presidential term, here is what our staff is reading.
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
- Trump Starts Reshaping US Energy With Focus on Oil and Gas
- President issues raft of orders after taking office Monday
- Directives underscore commitment to ending Biden-era policies
- 4 AI Bottlenecks Could Bolster Old Economy Companies
- Certain resource constraints could prevent AI growth rates from meeting lofty expectations.
- Investors in recent months have begun to question how long it will take for the multibillion dollar investments in AI to translate to profit growth. But the bottlenecks might not be where you expect.
- Single Women, Younger Generations Will Fuel Luxury Real Estate Market
- According to Sotheby’s, the luxury real estate market will continue a trend of historical resilience despite shifting economic factors.
- The company says younger generations will soon rule luxury real estate through $84 trillion of inherited wealth.
MARKETS NEWS
- Is It Time To Lock in 5% Yields?
- Ben Carlson writes, “I know there are far more exciting investments out there right now, but there is going to come a time when people are kicking themselves for not locking in ~5% yields in the future, however you choose to do it.”
- Outlook 2025: Diversifying Diversifiers and Using Capital Efficiency to Do It
- The Carson Group recently released their outlook for the new year.
- Sonu Varghese underscores the need for investors to diversify beyond traditional assets and utilize capital-efficient strategies to navigate the evolving economic landscape effectively.
- How Far Out-of-Whack Are Fund Investors’ Asset Allocations? $800 Billion, Give or Take
- Morningstar Chief Ratings Officer Jeffrey Ptak says fund investors seem to be overallocated to stocks and lacking bond exposure.
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.