Recession Fears, Retirement Savings, & Inflation Drops

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

No, the Economy Cannot Be Talked Into a Recession

• John Tamny writes, “We can neither be talked into recession, nor can they be forecast. What’s healthy is a natural occurrence, which means it, like all other economic activities, cannot be charted or predicted.

Tariffs, Bear Vs. Bare Markets, & Inflation Drops

• Cullen Roche breaks down why the stock market hates tariffs, why the recent market drop isn’t comparable to past “bare markets” with deeper, systemic issues, and how a March inflation drop could lead to interest rates cuts.

Inflation Update

• Scott Grannis’ charts explain why he’s worried about growth, not inflation.

MARKETS NEWS

How to Avoid Outliving Your Retirement Savings? It’s All in the Sequence

• Jeffrey Ptak says retirees who avoid investment losses in the first five years of retirement are much less likely to outlive their savings.

Letter to A Young Investor

• In his ongoing series of practical investment advice, Vishal Khandelwal encourages investors to “live the questions” — to sit with uncertainty and allow insights to emerge over time, instead of rushing to find quick answers.

I’m Nervous, Too!

• After regrettably checking his IRA and 401(K), Sam Ro returns to the data, writing “As all the historical data teaches us, this big sell-off is what stock market investing is all about. The path to long-term riches in the stock market is riddled with stomach-churning volatility.”

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.