What the Fed’s rate cut means for the economy, how much do demographics impact the stock market, and more.
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
- The Fed Goes 50!
- Cullen Roche examines the risks of going big and why the pace of trajectory is what matters most in the future.
- What Does the Fed Rate Cut Means For the Economy?
- Ben Carlson flips the question saying that rate cuts don’t:
- Mean a recession is coming
- Mean inflation is coming back
- Put a floor under equities
- Guarantee bond gains
- Higher for Longer, Still for Longer
- The Fed’s announcement provided investors with much-needed clarity about the timing of the first rate cut, but there remains a large deal of disagreement around the magnitude of rate cuts through 24 and into 25.
MARKETS NEWS
- Are Demographics Destiny for the Stock Market?
- A recently released paper called The Wealth of Working Nations found that, after controlling for working-age population (i.e. those age 15-64), historical GDP growth is quite similar across most developed countries.
- Nick Maggiulli asks “How much do demographics impact the stock market?”
- When It Comes to Investing, Opt for Boring Over Exciting
- Robert Lockie illustrates why “if you find that the way you are investing is exciting, then maybe you’re doing it wrong.
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.
