This week on 2 Question Tuesday Bob Sellers asks Phil DeAngelo and Michael Passante of Focused Wealth Management about how AI is changing the workforce and what that means for investing. They also discuss how AI can help analyze portfolios, when retirees may want to consider a Roth IRA conversion, and why tax timing matters when planning for retirement.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

In this episode of Two Question Tuesday, Bob Sellers asks Phil DeAngelo and Michael Passante about economic conditions in Europe, current opportunities in stocks and bonds, and how retirees can balance risk, inflation, and longevity. They also share insights on market volatility, earnings season, and what investors should watch in the months ahead.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035. 

Bob Sellers hosts this week’s 2 Question Tuesday, asking Michael Passante of Focused Wealth Management about cooler June CPI (3.5% headline, 2.6% core) and the odds of a more dovish Fed, Big Tech’s AI spending boom and whether it’s more real than the dot-com era, and the case for dropping mandatory quarterly earnings reports to curb short-termism.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035. 

This week on 2 Question Tuesday, Bob Sellers and Michael Passante discuss recent changes to major indexes, what they may mean for investors, and how the market performed in the first half of the year. They also cover small-cap strength, midterm-year uncertainty, and the key trends Michael is watching for the next six months.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Bob Sellers speaks with Phil DeAngelo and Michael Passante about international markets, U.S. large-cap technology, and emerging markets, and how they stay focused on fundamentals, diversification, and discipline instead of chasing market fads.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

This week on Two Question Tuesday, Phil DeAngelo and Michael Passante welcome Bob Sellers, formerly of Fox and CNBC, as the new guest host. Bob leads a timely discussion on AI-driven markets, inflation, oil prices, and how investors can stay balanced through changing market conditions.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry talk about the SpaceX IPO valuation versus what it actually does and earns, if the stock will crater when the lock-up period ends and insiders cash out, and what this will do to the stock market. They then discuss why technology and AI stocks fell in the runup to the SpaceX IPO and why investors are pulling back from the tech sector.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry discuss the possibility of a rate hike after Friday’s strong jobs report showed nonfarm payrolls in May increased more than double what Wall Street economists had expected, and pushed the 10-year Treasury bond past 4.5%. They then discuss private credit’s return to the headlines after Blackstone limited redemptions from the biggest private credit fund of its kind, at 5%, after investors requested 10%.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry discuss the market capitalization of SpaceX’s initial public offering, about $1.75 trillion, and its ridiculous price-to-sales ratio of 93.7, with the 81% rise in the Philadelphia Semiconductor Index this year, and wonder if this means the market is in a bubble? They then talk about the stock market hitting new highs vs. how investors feel about the market and the economy, and ask what’s the single best habit for keeping emotions out of money decisions.

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As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.

Phil, Mike, and Larry discuss the SpaceX IPO, as well as the expected IPOs of Open AI and Anthropic, whether these new stocks will soon enter index funds, and how these IPOs will transform the stock market. They then talk about how Federal Reserve officials have been talking about dropping the Fed’s easing bias and raising interest rates if inflation continues to remain above 2%.

Submit your questions to [email protected]

As always, if you have any questions at any time, please feel free to call your adviser directly at (845) 691-4035.