Phil, Mike, and Larry address both the economic and market impact likely felt by the Fed’s quantitative tightening program. They also evaluate recent write-downs in private equity valuations and give their outlook on the space.

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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 review their thoughts on the forward outlook in employment trends at this point of the economic cycle. They also provide a final update on corporate profits as the earnings reporting season draws to a close by highlighting a few positive anecdotes that jumped out at them during Q1 earnings.

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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 evaluate tactical portfolio decisions to make in extremely volatile time periods such as this. They also give some basic personal finance recommendations to consider in a slowing economic environment.

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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 give their opinion on whether last week’s selling will ultimately mark the bottom for the major averages. They also look at the Fed’s policy of reducing the balance sheet and how that could impact the economy and asset prices.

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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 break down the implications of last week's Fed rate hike and the market's response to the Fed's actions. They also look ahead to tomorrow's inflation report to break down what to expect and what to do with portfolios.

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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 take a look at the most important economic data points to evaluate whether we are entering a recession. They also touch on what this means for various asset classes. Secondly, they review the recent volatility through the lens of the financial planning process and what this means for investor portfolios in this particularly difficult time period.

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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 Phil, Mike, and Larry lay out their greatest concern for both stocks and bonds at this juncture. They then look at various performance of assets to determine if there is anywhere to hide in an environment with a hawkish Fed and elevated inflation.

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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 look at private equity as an asset class and their long-term outlook on that investment sector. They also look at the March inflation report and discuss the best asset classes in which to allocate capital in the face of rising inflation.

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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.

Bank stocks have underperformed the S&P 500 as of late. Phil, Mike, and Larry provide their explanation of variables behind this. They also give an outlook on sustainable energy sources as an investment opportunity with oil prices on the rise.

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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 take a look at the path of interest rates and what changes, if any, fixed income investors should consider amidst recent bond market volatility. They also provide their opinion on the state of the housing market and whether REITS and homebuilders are attractive asset classes.

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.