Ripe for a Return to Balance | Strategy Update

Evaluating the state of the economy and understanding equilibrium

In our latest strategy update, members of our investment policy committee discuss geopolitical risks, upcoming earnings, inflation and labor market data reactions, and more. The team shares our outlook for the end of the year and details how we are positioning clients' portfolios accordingly.

James E. Demmert, Founder–CIO, gives an update on economic data and the end of Fed rate hike. Benjamin Armellini focuses his discussion on earnings and stock valuation. Lily Taft, CFA, develops on the companies that stand to benefit from the next bull market, AI, and fixed-income markets.

We hope you find our most recent video strategy update helpful! Please feel free to contact your advisor or anyone on our team if you have any questions. Additionally, we encourage you to share this with a friend or family member who may also benefit from this information.