Investing in the Future With Demographic Change

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 Hidden Costs of Trade Protection

• What new research reveals about tariffs and the US economy

Is Housing in a Recession?

• Why people are sounding the alarms around housing

Americans Are Moving at Half the Rate They Used To — Why?

• The factors that have coalesced to keep millions of Americans from switching towns, counties, and states.

Related:

• • • AI’s Job Effect, US Oil, & Dividend Growth Stocks
    • Jobs, Tariffs, & IPOs
    • Trade Deals, Tariffs, & Housing
    • Housing, AI Capex, & US Exceptionalism

MARKETS NEWS

Will The Fed Really Cut Rates With Stocks Near New Highs?

• Historical patterns suggest it’s possible a rate cut could further boost stocks, but some caution may be warranted due to weakening market breadth.

What’s the Bottom Line?

• Despite myriad macroeconomic risks, the true “bottom line” remains whether companies can continue delivering earnings growth—and with analysts’ forward earnings estimates rising alongside profit margins, that remains the most compelling reason the stock market is holding up.

Investing in the Inevitable Tides of Demographic Change

• Recognizing and planning for the imminent trends shaping our world.

Related:

• Stokes Family Office Ranked Top RIA Firm by Financial Advisor Magazine For Third Consecutive Year
• SFO Quarterly Review: Q2 2025

CHART OF THE WEEK

Ben Carlson looks at the human toll of artificial intelligence. He writes, “Many of these college students are nervous. They see what’s coming with AI and what it might mean for entry-level jobs. They know because they’re the biggest users of AI. Look at what happened to ChatGPT usage when college ended for the year. https://lnkd.in/eKQHDhGY

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.