That Annuity Show

278 - Nassau's CIO Joe Orofino on Fed Cuts, AI Risks, and Social Security


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Nassau Financial Group's Chief Investment Officer, Joe Orofino joins Paul Tyler to analyze the current economic landscape and its impact on retirement planning. They examine how Federal Reserve rate cuts affect annuity products, discuss inflation expectations hovering around 3%, and explore the looming Social Security funding crisis. Orofino explains why higher long-term interest rates benefit the annuity industry and shares insights on portfolio diversification strategies, including concerns about the S&P 500's heavy concentration in AI and tech stocks. Key topics include treasury rates, tariff impacts, sovereign wealth funds, and annuities. Learn more at www.thatannuityshow.com
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That Annuity ShowBy Nassau Financial Group

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