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Cycles May Not Always Align
We discuss the recent stock market bounce off the bottom, get real with the real estate market, and bring it back to basics. Your life shouldn't always wait for the market.
Inflation: Trend vs Level
Dig into how inflation has impacted workers' real income. We discuss the recent inflation report and financial market reactions.
Jobs Report Better Than Expected
Dig into recent jobs data and find out how this better-than-expected report may impact monetary policy decisions at the federal reserve.
The Actions of the Fed
The Fed is taking strong action to combat inflation now, while also attempting to not slow down the economy too much. We consider this rate hiking cycle to be front-end loaded meaning there have been large moves made early on.
Bear Encounter
Running from a startled bear in a down market gives way to chase and exhaustion. So instead, we exercise patience and look for opportunities to position for recovery. For example, rebalancing, tax-loss swapping, and focusing on investment valuations, specifically in the longer-term portfolio segments.
Replay of Market Update - July 2022
This week's Market Perspective is the recording of our recent webinar; we discuss markets, inflation, recessions, and more. A shortened 7-minute recap version and the full-length recording are available.
Be on guard: Scammers are impersonating employees of Schwab
Recently, we were notified that scam callers have been impersonating Schwab customer service representatives by phone and requesting non-public information, including Social Security numbers. Here is how the scam works and how to protect yourself.