This week the markets continue to be dominated by macroeconomic factors. The Investment Office believes that it’s prudent to search for investment opportunities where portfolio allocations can be rewarded appropriately for the various rapidly changing macro regimes including stagflation, recession and soft-landing. On the economic front, equity investors are revisiting the notion that Fed will not need to move as aggressively against inflation as once thought. Although housing markets have weakened considerably and consumer spending has slowed, the majority of economic signals support the view that the economy is slowing but not falling. Our Head of Wealth Planning discusses the IRS plans to ramp up their audits on high income taxpayers.
Click Here to Read the August 22, 2022 Economic Commentary
Click Here to Read the August 22, 2022 Investment Commentary
Click Here to Read the August 22, 2022 Wealth Planning Commentary
